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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 | $254,909 | $97,125+162.5% | $86,233+195.6% | $137,256+85.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 13.09% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,907 | $2,841+2.3% | $2,504+16.1% | $4,156-30.1% |
| Participant deferral / active EE | $2,337 | $5,180-54.9% | $4,559-48.8% | $6,407-63.5% |
| Admin fee / account holder | $16,786 | $9,725+72.6% | $8,342+101.2% | $12,270+36.8% |