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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 | $291,304 | $148,623+96.0% | $135,974+114.2% | $139,466+108.9% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.8pp | 80.3%-17.2pp |
| Annual return | 12.86% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $1,570 | $5,246-70.1% | $4,859-67.7% | $4,754-67.0% |
| Participant deferral / active EE | $4,754 | $8,103-41.3% | $7,760-38.7% | $6,712-29.2% |
| Admin fee / account holder | $13,229 | $12,406+6.6% | $10,767+22.9% | $11,409+16.0% |