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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 | $258,943 | $208,088+24.4% | $186,193+39.1% | $154,746+67.3% |
| Participation rate | 40.0% | 80.0%-40.0pp | 77.1%-37.1pp | 80.7%-40.7pp |
| Annual return | 9.92% | 89.97%-80.1pp | 78.03%-68.1pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,161 | $4,340-73.3% | $3,918-70.4% | $4,379-73.5% |
| Participant deferral / active EE | $6,267 | $7,078-11.5% | $6,513-3.8% | $6,730-6.9% |
| Admin fee / account holder | $15,578 | $11,698+33.2% | $11,058+40.9% | $14,365+8.4% |