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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 | $271,932 | $208,088+30.7% | $186,193+46.0% | $154,746+75.7% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 16.97% | 89.97%-73.0pp | 78.03%-61.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,494 | $4,340-65.6% | $3,918-61.9% | $4,379-65.9% |
| Participant deferral / active EE | $6,096 | $7,078-13.9% | $6,513-6.4% | $6,730-9.4% |
| Admin fee / account holder | $2,068 | $11,698-82.3% | $11,058-81.3% | $14,365-85.6% |