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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 | $255,397 | $114,119+123.8% | $107,187+138.3% | $138,895+83.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 18.68% | 273.21%-254.5pp | 204.55%-185.9pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,813 | $4,059-55.3% | $3,782-52.1% | $4,194-56.8% |
| Participant deferral / active EE | $5,166 | $5,538-6.7% | $5,096+1.4% | $6,396-19.2% |
| Admin fee / account holder | $1,488 | $10,024-85.2% | $9,162-83.8% | $12,562-88.2% |