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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 | $287,669 | $174,379+65.0% | $152,093+89.1% | $138,895+107.1% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 15.97% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $13,148 | $4,652+182.6% | $4,175+214.9% | $4,194+213.5% |
| Participant deferral / active EE | $7,084 | $6,159+15.0% | $5,451+30.0% | $6,396+10.8% |
| Admin fee / account holder | $17,285 | $16,880+2.4% | $14,497+19.2% | $12,562+37.6% |