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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 | $283,047 | $183,627+54.1% | $155,602+81.9% | $145,978+93.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 19.26% | 61.32%-42.1pp | 64.81%-45.5pp | 550.52%-531.3pp |
| Employer contribution / active EE | $1,270 | $5,316-76.1% | $4,675-72.8% | $4,662-72.8% |
| Participant deferral / active EE | $9,926 | $6,466+53.5% | $5,629+76.3% | $6,690+48.4% |
| Admin fee / account holder | $1,323 | $19,327-93.2% | $15,923-91.7% | $13,400-90.1% |