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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 | $250,395 | $132,634+88.8% | $115,768+116.3% | $137,256+82.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 14.75% | 160.70%-146.0pp | 100.46%-85.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,375 | $3,360-59.1% | $2,940-53.2% | $4,156-66.9% |
| Participant deferral / active EE | $6,292 | $5,619+12.0% | $4,917+28.0% | $6,407-1.8% |
| Admin fee / account holder | $587 | $15,028-96.1% | $12,439-95.3% | $12,270-95.2% |