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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 | $335,472 | $196,972+70.3% | $182,262+84.1% | $198,609+68.9% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 16.12% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $9,672 | $5,364+80.3% | $5,046+91.7% | $5,055+91.3% |
| Participant deferral / active EE | $15,359 | $8,643+77.7% | $8,276+85.6% | $6,977+120.1% |
| Admin fee / account holder | $1,061 | $18,429-94.2% | $16,712-93.7% | $19,030-94.4% |