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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 | $265,526 | $183,516+44.7% | $155,534+70.7% | $145,884+82.0% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 18.53% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $1,301 | $5,315-75.5% | $4,675-72.2% | $4,662-72.1% |
| Participant deferral / active EE | $8,029 | $6,467+24.2% | $5,630+42.6% | $6,690+20.0% |
| Admin fee / account holder | $1,564 | $19,293-91.9% | $15,900-90.2% | $13,392-88.3% |