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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 | $265,809 | $185,312+43.4% | $161,489+64.6% | $154,746+71.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 19.99% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,331 | $4,769-72.1% | $4,268-68.8% | $4,379-69.6% |
| Participant deferral / active EE | $6,714 | $6,350+5.7% | $5,630+19.3% | $6,730-0.2% |
| Admin fee / account holder | $3,287 | $18,654-82.4% | $16,006-79.5% | $14,365-77.1% |