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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 | $255,083 | $185,312+37.7% | $161,489+58.0% | $154,746+64.8% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 15.65% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,084 | $4,769-77.3% | $4,268-74.6% | $4,379-75.3% |
| Participant deferral / active EE | $4,964 | $6,350-21.8% | $5,630-11.8% | $6,730-26.2% |
| Admin fee / account holder | $7,366 | $18,654-60.5% | $16,006-54.0% | $14,365-48.7% |