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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 | $212,386+19.7% | $199,883+27.2% | $138,895+83.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 14.40% | 47.75%-33.3pp | 43.81%-29.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,895 | $6,625-71.4% | $6,261-69.7% | $4,194-54.8% |
| Participant deferral / active EE | $7,327 | $9,617-23.8% | $9,138-19.8% | $6,396+14.5% |
| Admin fee / account holder | $1,200 | $18,233-93.4% | $17,268-93.1% | $12,562-90.4% |