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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 | $154,228+65.7% | $145,433+75.7% | $137,256+86.2% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 16.15% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,324 | $4,804-51.6% | $4,554-49.0% | $4,156-44.1% |
| Participant deferral / active EE | $6,240 | $8,216-24.1% | $7,897-21.0% | $6,407-2.6% |
| Admin fee / account holder | $1,782 | $14,344-87.6% | $13,129-86.4% | $12,270-85.5% |