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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 | $262,379 | $227,399+15.4% | $189,758+38.3% | $198,609+32.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 14.14% | 61.03%-46.9pp | 52.62%-38.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,450 | $5,526-55.7% | $4,767-48.6% | $5,055-51.5% |
| Participant deferral / active EE | $3,921 | $6,837-42.6% | $5,856-33.0% | $6,977-43.8% |
| Admin fee / account holder | $27,569 | $25,162+9.6% | $20,388+35.2% | $19,030+44.9% |