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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 | $258,685 | $154,228+67.7% | $145,433+77.9% | $137,256+88.5% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,147 | $4,804-76.1% | $4,554-74.8% | $4,156-72.4% |
| Participant deferral / active EE | $6,921 | $8,216-15.8% | $7,897-12.4% | $6,407+8.0% |
| Admin fee / account holder | $2,263 | $14,344-84.2% | $13,129-82.8% | $12,270-81.6% |