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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,750 | $114,119+133.7% | $107,187+148.9% | $138,895+92.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 11.70% | 273.21%-261.5pp | 204.55%-192.8pp | 145.39%-133.7pp |
| Employer contribution / active EE | $897 | $4,059-77.9% | $3,782-76.3% | $4,194-78.6% |
| Participant deferral / active EE | $1,599 | $5,538-71.1% | $5,096-68.6% | $6,396-75.0% |
| Admin fee / account holder | $13,936 | $10,024+39.0% | $9,162+52.1% | $12,562+10.9% |