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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 | $289,304 | $209,336+38.2% | $197,124+46.8% | $137,256+110.8% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.42% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,352 | $6,591-64.3% | $6,227-62.2% | $4,156-43.4% |
| Participant deferral / active EE | $9,326 | $9,614-3.0% | $9,135+2.1% | $6,407+45.6% |
| Admin fee / account holder | $1,060 | $17,308-93.9% | $16,298-93.5% | $12,270-91.4% |