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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 | $251,640 | $172,111+46.2% | $150,298+67.4% | $137,256+83.3% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 13.46% | 69.37%-55.9pp | 62.79%-49.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,054 | $4,636-55.7% | $4,154-50.6% | $4,156-50.6% |
| Participant deferral / active EE | $4,136 | $6,166-32.9% | $5,453-24.1% | $6,407-35.4% |
| Admin fee / account holder | $1,106 | $16,471-93.3% | $14,116-92.2% | $12,270-91.0% |