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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 | $259,213 | $114,119+127.1% | $107,187+141.8% | $138,895+86.6% |
| Participation rate | 38.5% | 78.1%-39.6pp | 75.0%-36.6pp | 79.9%-41.5pp |
| Annual return | 17.54% | 273.21%-255.7pp | 204.55%-187.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,196 | $4,059-70.5% | $3,782-68.4% | $4,194-71.5% |
| Participant deferral / active EE | $10,212 | $5,538+84.4% | $5,096+100.4% | $6,396+59.7% |
| Admin fee / account holder | $2,768 | $10,024-72.4% | $9,162-69.8% | $12,562-78.0% |