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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 | $261,639 | $232,540+12.5% | $185,117+41.3% | $147,586+77.3% |
| Participation rate | 40.0% | 82.4%-42.4pp | 77.3%-37.3pp | 82.8%-42.8pp |
| Annual return | 18.92% | 43.03%-24.1pp | 40.50%-21.6pp | 578.59%-559.7pp |
| Employer contribution / active EE | $831 | $5,195-84.0% | $4,182-80.1% | $4,876-83.0% |
| Participant deferral / active EE | $964 | $5,834-83.5% | $5,045-80.9% | $5,439-82.3% |
| Admin fee / account holder | $2,095 | $10,275-79.6% | $8,159-74.3% | $10,886-80.8% |