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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 | $292,049 | $185,312+57.6% | $161,489+80.8% | $154,746+88.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 16.95% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,892 | $4,769-60.3% | $4,268-55.7% | $4,379-56.8% |
| Participant deferral / active EE | $2,369 | $6,350-62.7% | $5,630-57.9% | $6,730-64.8% |
| Admin fee / account holder | $6,979 | $18,654-62.6% | $16,006-56.4% | $14,365-51.4% |