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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 | $269,483 | $183,516+46.8% | $155,534+73.3% | $145,884+84.7% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.6pp | 80.3%-33.6pp |
| Annual return | 9.93% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,571 | $5,315-51.6% | $4,675-45.0% | $4,662-44.9% |
| Participant deferral / active EE | $4,457 | $6,467-31.1% | $5,630-20.8% | $6,690-33.4% |
| Admin fee / account holder | $9,637 | $19,293-50.0% | $15,900-39.4% | $13,392-28.0% |