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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 | $174,379+50.0% | $152,093+72.0% | $138,895+88.3% |
| Participation rate | 64.3% | 81.6%-17.4pp | 77.8%-13.5pp | 79.9%-15.6pp |
| Annual return | 16.13% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,824 | $4,652-39.3% | $4,175-32.3% | $4,194-32.7% |
| Participant deferral / active EE | $6,632 | $6,159+7.7% | $5,451+21.7% | $6,396+3.7% |
| Admin fee / account holder | $2,921 | $16,880-82.7% | $14,497-79.9% | $12,562-76.7% |