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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 | $268,582 | $156,398+71.7% | $147,318+82.3% | $138,895+93.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 16.15% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,032 | $4,853-78.7% | $4,593-77.5% | $4,194-75.4% |
| Participant deferral / active EE | $13,860 | $8,237+68.3% | $7,906+75.3% | $6,396+116.7% |
| Admin fee / account holder | $138,950 | $14,976+827.8% | $13,708+913.7% | $12,562+1006.1% |