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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 | $275,945 | $165,361+66.9% | $149,715+84.3% | $158,950+73.6% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 13.13% | 348.24%-335.1pp | 276.66%-263.5pp | 302.91%-289.8pp |
| Employer contribution / active EE | $1,073 | $5,103-79.0% | $4,645-76.9% | $4,762-77.5% |
| Participant deferral / active EE | $3,698 | $7,182-48.5% | $6,842-46.0% | $5,983-38.2% |
| Admin fee / account holder | $2,593 | $10,808-76.0% | $9,310-72.2% | $11,248-77.0% |