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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 | $253,636 | $185,312+36.9% | $161,489+57.1% | $154,746+63.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.31% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $1,249 | $4,769-73.8% | $4,268-70.7% | $4,379-71.5% |
| Participant deferral / active EE | $5,627 | $6,350-11.4% | $5,6300% | $6,730-16.4% |
| Admin fee / account holder | $2,203 | $18,654-88.2% | $16,006-86.2% | $14,365-84.7% |