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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 | $318,713 | $212,386+50.1% | $199,883+59.4% | $138,895+129.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 52.42% | 47.75%+4.7pp | 43.81%+8.6pp | 145.39%-93.0pp |
| Employer contribution / active EE | $1,500 | $6,625-77.4% | $6,261-76.0% | $4,194-64.2% |
| Participant deferral / active EE | $6,483 | $9,617-32.6% | $9,138-29.1% | $6,396+1.4% |
| Admin fee / account holder | $709 | $18,233-96.1% | $17,268-95.9% | $12,562-94.4% |