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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 | $267,271 | $165,361+61.6% | $149,715+78.5% | $158,950+68.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.33% | 348.24%-330.9pp | 276.66%-259.3pp | 302.91%-285.6pp |
| Employer contribution / active EE | $1,497 | $5,103-70.7% | $4,645-67.8% | $4,762-68.6% |
| Participant deferral / active EE | $3,187 | $7,182-55.6% | $6,842-53.4% | $5,983-46.7% |
| Admin fee / account holder | $1,626 | $10,808-85.0% | $9,310-82.5% | $11,248-85.5% |