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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 | $250,121 | $114,119+119.2% | $107,187+133.3% | $138,895+80.1% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 17.60% | 273.21%-255.6pp | 204.55%-186.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,244 | $4,059-69.4% | $3,782-67.1% | $4,194-70.3% |
| Participant deferral / active EE | $4,785 | $5,538-13.6% | $5,096-6.1% | $6,396-25.2% |
| Admin fee / account holder | $1,155 | $10,024-88.5% | $9,162-87.4% | $12,562-90.8% |