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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 | $269,199 | $185,312+45.3% | $161,489+66.7% | $154,746+74.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 15.66% | 103.84%-88.2pp | 89.72%-74.1pp | 172.34%-156.7pp |
| Employer contribution / active EE | $3,027 | $4,769-36.5% | $4,268-29.1% | $4,379-30.9% |
| Participant deferral / active EE | $4,133 | $6,350-34.9% | $5,630-26.6% | $6,730-38.6% |
| Admin fee / account holder | $2,276 | $18,654-87.8% | $16,006-85.8% | $14,365-84.2% |