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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 | $250,505 | $172,111+45.5% | $150,298+66.7% | $137,256+82.5% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 13.88% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,137 | $4,636-53.9% | $4,154-48.6% | $4,156-48.6% |
| Participant deferral / active EE | $5,457 | $6,166-11.5% | $5,453+0.1% | $6,407-14.8% |
| Admin fee / account holder | $98,457 | $16,471+497.8% | $14,116+597.5% | $12,270+702.4% |