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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 | $270,928 | $154,228+75.7% | $145,433+86.3% | $137,256+97.4% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 15.83% | 74.59%-58.8pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,173 | $4,804-33.9% | $4,554-30.3% | $4,156-23.6% |
| Participant deferral / active EE | $9,256 | $8,216+12.7% | $7,897+17.2% | $6,407+44.5% |
| Admin fee / account holder | $4,616 | $14,344-67.8% | $13,129-64.8% | $12,270-62.4% |