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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 | $259,991 | $162,785+59.7% | $133,959+94.1% | $158,950+63.6% |
| Participation rate | 65.0% | 83.2%-18.2pp | 79.8%-14.8pp | 82.0%-17.0pp |
| Annual return | 17.33% | 41.94%-24.6pp | 45.09%-27.8pp | 302.91%-285.6pp |
| Employer contribution / active EE | $3,146 | $4,975-36.8% | $3,919-19.7% | $4,762-33.9% |
| Participant deferral / active EE | $5,900 | $5,910-0.2% | $5,047+16.9% | $5,983-1.4% |
| Admin fee / account holder | $2,189 | $11,738-81.4% | $8,928-75.5% | $11,248-80.5% |