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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 | $254,516 | $176,786+44.0% | $146,643+73.6% | $167,536+51.9% |
| Participation rate | 62.5% | 83.6%-21.1pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 18.10% | 24.04%-5.9pp | 22.75%-4.6pp | 478.82%-460.7pp |
| Employer contribution / active EE | $2,511 | $5,161-51.3% | $4,137-39.3% | $4,839-48.1% |
| Participant deferral / active EE | $5,168 | $6,440-19.8% | $5,506-6.1% | $6,342-18.5% |
| Admin fee / account holder | $10,097 | $13,262-23.9% | $10,280-1.8% | $12,315-18.0% |