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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 | $250,120 | $174,379+43.4% | $152,093+64.5% | $138,895+80.1% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 20.71% | 74.86%-54.2pp | 66.36%-45.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,258 | $4,652-72.9% | $4,175-69.9% | $4,194-70.0% |
| Participant deferral / active EE | $3,553 | $6,159-42.3% | $5,451-34.8% | $6,396-44.4% |
| Admin fee / account holder | $3,760 | $16,880-77.7% | $14,497-74.1% | $12,562-70.1% |