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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 | $252,129 | $154,228+63.5% | $145,433+73.4% | $137,256+83.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 15.46% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,478 | $4,804-48.4% | $4,554-45.6% | $4,156-40.4% |
| Participant deferral / active EE | $13,350 | $8,216+62.5% | $7,897+69.0% | $6,407+108.4% |
| Admin fee / account holder | $777 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |