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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 | $254,733 | $162,136+57.1% | $152,301+67.3% | $154,746+64.6% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 14.85% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,830 | $4,890-62.6% | $4,624-60.4% | $4,379-58.2% |
| Participant deferral / active EE | $4,671 | $8,341-44.0% | $8,004-41.6% | $6,730-30.6% |
| Admin fee / account holder | $4,158 | $15,759-73.6% | $14,398-71.1% | $14,365-71.1% |