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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 | $254,186 | $227,291+11.8% | $214,702+18.4% | $155,188+63.8% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 14.40% | 60.08%-45.7pp | 54.55%-40.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $1,895 | $6,772-72.0% | $6,461-70.7% | $4,248-55.4% |
| Participant deferral / active EE | $7,327 | $9,582-23.5% | $9,147-19.9% | $6,531+12.2% |
| Admin fee / account holder | $1,200 | $20,413-94.1% | $19,830-93.9% | $14,480-91.7% |