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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 | $172,111+47.4% | $150,298+68.8% | $137,256+84.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 18.31% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,249 | $4,636-73.1% | $4,154-69.9% | $4,156-69.9% |
| Participant deferral / active EE | $5,627 | $6,166-8.7% | $5,453+3.2% | $6,407-12.2% |
| Admin fee / account holder | $2,203 | $16,471-86.6% | $14,116-84.4% | $12,270-82.0% |