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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 | $268,513 | $162,136+65.6% | $152,301+76.3% | $154,746+73.5% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,204 | $4,890-75.4% | $4,624-74.0% | $4,379-72.5% |
| Participant deferral / active EE | $6,141 | $8,341-26.4% | $8,004-23.3% | $6,730-8.8% |
| Admin fee / account holder | $2,289 | $15,759-85.5% | $14,398-84.1% | $14,365-84.1% |