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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 | $252,065 | $154,228+63.4% | $145,433+73.3% | $137,256+83.6% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 12.82% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,606 | $4,804-66.6% | $4,554-64.7% | $4,156-61.4% |
| Participant deferral / active EE | $4,087 | $8,216-50.3% | $7,897-48.2% | $6,407-36.2% |
| Admin fee / account holder | $1,422 | $14,344-90.1% | $13,129-89.2% | $12,270-88.4% |