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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 | $269,078 | $174,379+54.3% | $152,093+76.9% | $138,895+93.7% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 23.98% | 74.86%-50.9pp | 66.36%-42.4pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,901 | $4,652-59.1% | $4,175-54.5% | $4,194-54.7% |
| Participant deferral / active EE | $4,736 | $6,159-23.1% | $5,451-13.1% | $6,396-26.0% |
| Admin fee / account holder | $1,230 | $16,880-92.7% | $14,497-91.5% | $12,562-90.2% |