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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 | $274,981 | $155,555+76.8% | $146,866+87.2% | $155,188+77.2% |
| Participation rate | 55.0% | 84.0%-29.0pp | 82.5%-27.5pp | 80.8%-25.8pp |
| Annual return | 13.28% | 115.41%-102.1pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $2,506 | $4,647-46.1% | $4,425-43.4% | $4,248-41.0% |
| Participant deferral / active EE | $6,495 | $8,044-19.3% | $7,759-16.3% | $6,531-0.6% |
| Admin fee / account holder | $7,062 | $14,755-52.1% | $13,620-48.1% | $14,480-51.2% |