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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 | $266,226 | $156,398+70.2% | $147,318+80.7% | $138,895+91.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.50% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,333 | $4,853-31.3% | $4,593-27.4% | $4,194-20.5% |
| Participant deferral / active EE | $20,351 | $8,237+147.1% | $7,906+157.4% | $6,396+218.2% |
| Admin fee / account holder | $4,427 | $14,976-70.4% | $13,708-67.7% | $12,562-64.8% |