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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 | $255,529 | $156,398+63.4% | $147,318+73.5% | $138,895+84.0% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 16.15% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,324 | $4,853-52.1% | $4,593-49.4% | $4,194-44.6% |
| Participant deferral / active EE | $6,240 | $8,237-24.3% | $7,906-21.1% | $6,396-2.4% |
| Admin fee / account holder | $1,782 | $14,976-88.1% | $13,708-87.0% | $12,562-85.8% |