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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 | $268,310 | $139,948+91.7% | $121,663+120.5% | $154,746+73.4% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 14.38% | 230.52%-216.1pp | 147.54%-133.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,952 | $3,521-44.6% | $3,020-35.4% | $4,379-55.4% |
| Participant deferral / active EE | $2,439 | $5,629-56.7% | $4,887-50.1% | $6,730-63.8% |
| Admin fee / account holder | $1,592 | $17,321-90.8% | $14,289-88.9% | $14,365-88.9% |