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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 | $258,172 | $99,053+160.6% | $88,179+192.8% | $138,895+85.9% |
| Participation rate | 61.1% | 74.2%-13.1pp | 69.1%-8.0pp | 79.9%-18.8pp |
| Annual return | 11.18% | 78.17%-67.0pp | 64.97%-53.8pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,238 | $2,882-57.0% | $2,549-51.4% | $4,194-70.5% |
| Participant deferral / active EE | $1,989 | $5,225-61.9% | $4,614-56.9% | $6,396-68.9% |
| Admin fee / account holder | $22,141 | $8,748+153.1% | $7,673+188.6% | $12,562+76.3% |