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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 | $251,324 | $155,555+61.6% | $146,866+71.1% | $155,188+61.9% |
| Participation rate | 65.2% | 84.0%-18.7pp | 82.5%-17.3pp | 80.8%-15.6pp |
| Annual return | 22.90% | 115.41%-92.5pp | 102.85%-80.0pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,662 | $4,647-64.2% | $4,425-62.4% | $4,248-60.9% |
| Participant deferral / active EE | $4,970 | $8,044-38.2% | $7,759-35.9% | $6,531-23.9% |
| Admin fee / account holder | $1,207 | $14,755-91.8% | $13,620-91.1% | $14,480-91.7% |