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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 | $260,681 | $162,136+60.8% | $152,301+71.2% | $154,746+68.5% |
| Participation rate | 58.3% | 84.1%-25.8pp | 82.4%-24.1pp | 80.7%-22.4pp |
| Annual return | 15.76% | 91.02%-75.3pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,567 | $4,890-47.5% | $4,624-44.5% | $4,379-41.4% |
| Participant deferral / active EE | $6,768 | $8,341-18.9% | $8,004-15.4% | $6,730+0.6% |
| Admin fee / account holder | $1,019 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |