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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 | $251,811 | $123,155+104.5% | $108,753+131.5% | $155,188+62.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 19.86% | 44.73%-24.9pp | 37.47%-17.6pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,256 | $2,811-55.3% | $2,427-48.2% | $4,248-70.4% |
| Participant deferral / active EE | $5,326 | $4,623+15.2% | $4,115+29.4% | $6,531-18.5% |
| Admin fee / account holder | $1,279 | $12,126-89.5% | $10,320-87.6% | $14,480-91.2% |