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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 | $266,799 | $155,555+71.5% | $146,866+81.7% | $155,188+71.9% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.5%-70.0pp | 80.8%-68.3pp |
| Annual return | 15.51% | 115.41%-99.9pp | 102.85%-87.3pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,142 | $4,647-75.4% | $4,425-74.2% | $4,248-73.1% |
| Participant deferral / active EE | $2,731 | $8,044-66.1% | $7,759-64.8% | $6,531-58.2% |
| Admin fee / account holder | $12,877 | $14,755-12.7% | $13,620-5.5% | $14,480-11.1% |