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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 | $259,063 | $201,370+28.7% | $184,256+40.6% | $145,897+77.6% |
| Participation rate | 61.9% | 87.5%-25.6pp | 86.8%-24.9pp | 80.3%-18.4pp |
| Annual return | 10.32% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $3,370 | $7,024-52.0% | $6,427-47.6% | $4,663-27.7% |
| Participant deferral / active EE | $6,542 | $9,808-33.3% | $9,133-28.4% | $6,689-2.2% |
| Admin fee / account holder | $1,921 | $16,364-88.3% | $13,899-86.2% | $13,390-85.7% |