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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 | $258,104 | $183,627+40.6% | $155,602+65.9% | $145,978+76.8% |
| Participation rate | 41.2% | 82.7%-41.5pp | 78.2%-37.0pp | 80.3%-39.1pp |
| Annual return | 11.91% | 61.32%-49.4pp | 64.81%-52.9pp | 550.52%-538.6pp |
| Employer contribution / active EE | $1,343 | $5,316-74.7% | $4,675-71.3% | $4,662-71.2% |
| Participant deferral / active EE | $4,635 | $6,466-28.3% | $5,629-17.7% | $6,690-30.7% |
| Admin fee / account holder | $5,955 | $19,327-69.2% | $15,923-62.6% | $13,400-55.6% |