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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 | $271,927 | $162,136+67.7% | $152,301+78.5% | $154,746+75.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 14.60% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $3,677 | $4,890-24.8% | $4,624-20.5% | $4,379-16.0% |
| Participant deferral / active EE | $7,877 | $8,341-5.6% | $8,004-1.6% | $6,730+17.0% |
| Admin fee / account holder | $1,916 | $15,759-87.8% | $14,398-86.7% | $14,365-86.7% |