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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 | $260,661 | $155,555+67.6% | $146,866+77.5% | $155,188+68.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 13.19% | 115.41%-102.2pp | 102.85%-89.7pp | 148.84%-135.6pp |
| Employer contribution / active EE | $6,878 | $4,647+48.0% | $4,425+55.4% | $4,248+61.9% |
| Participant deferral / active EE | $13,417 | $8,044+66.8% | $7,759+72.9% | $6,531+105.4% |
| Admin fee / account holder | $2,122 | $14,755-85.6% | $13,620-84.4% | $14,480-85.3% |