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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 | $265,696 | $182,442+45.6% | $163,379+62.6% | $138,895+91.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.8%-34.0pp | 79.9%-37.1pp |
| Annual return | 14.42% | 72.74%-58.3pp | 63.41%-49.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $885 | $4,159-78.7% | $3,752-76.4% | $4,194-78.9% |
| Participant deferral / active EE | $3,842 | $6,817-43.6% | $6,282-38.8% | $6,396-39.9% |
| Admin fee / account holder | $5,042 | $10,396-51.5% | $9,818-48.6% | $12,562-59.9% |