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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 | $283,356 | $162,136+74.8% | $152,301+86.0% | $154,746+83.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.84% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,229 | $4,890-54.4% | $4,624-51.8% | $4,379-49.1% |
| Participant deferral / active EE | $14,814 | $8,341+77.6% | $8,004+85.1% | $6,730+120.1% |
| Admin fee / account holder | $1,565 | $15,759-90.1% | $14,398-89.1% | $14,365-89.1% |