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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 | $262,365 | $185,883+41.1% | $170,043+54.3% | $139,466+88.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 15.48% | 60.54%-45.1pp | 53.40%-37.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,724 | $7,596-77.3% | $6,790-74.6% | $4,754-63.7% |
| Participant deferral / active EE | $6,868 | $11,626-40.9% | $10,410-34.0% | $6,712+2.3% |
| Admin fee / account holder | $1,503 | $15,393-90.2% | $12,824-88.3% | $11,409-86.8% |