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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 | $261,168 | $165,361+57.9% | $149,715+74.4% | $158,950+64.3% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 18.62% | 348.24%-329.6pp | 276.66%-258.0pp | 302.91%-284.3pp |
| Employer contribution / active EE | $1,160 | $5,103-77.3% | $4,645-75.0% | $4,762-75.6% |
| Participant deferral / active EE | $7,964 | $7,182+10.9% | $6,842+16.4% | $5,983+33.1% |
| Admin fee / account holder | $312 | $10,808-97.1% | $9,310-96.6% | $11,248-97.2% |