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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 | $261,593 | $181,062+44.5% | $158,223+65.3% | $155,188+68.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 16.13% | 57.39%-41.3pp | 52.09%-36.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,824 | $4,565-38.1% | $4,109-31.3% | $4,248-33.5% |
| Participant deferral / active EE | $6,632 | $6,134+8.1% | $5,467+21.3% | $6,531+1.5% |
| Admin fee / account holder | $2,921 | $18,825-84.5% | $16,047-81.8% | $14,480-79.8% |