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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 | $270,584 | $185,312+46.0% | $161,489+67.6% | $154,746+74.9% |
| Participation rate | 31.3% | 82.5%-51.2pp | 78.7%-47.4pp | 80.7%-49.5pp |
| Annual return | 35.31% | 103.84%-68.5pp | 89.72%-54.4pp | 172.34%-137.0pp |
| Employer contribution / active EE | $1,288 | $4,769-73.0% | $4,268-69.8% | $4,379-70.6% |
| Participant deferral / active EE | $4,829 | $6,350-23.9% | $5,630-14.2% | $6,730-28.2% |
| Admin fee / account holder | $18,657 | $18,6540% | $16,006+16.6% | $14,365+29.9% |