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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 | $264,241 | $162,967+62.1% | $135,792+94.6% | $138,895+90.2% |
| Participation rate | 66.7% | 78.3%-11.7pp | 72.6%-5.9pp | 79.9%-13.3pp |
| Annual return | 19.27% | 30.08%-10.8pp | 25.96%-6.7pp | 145.39%-126.1pp |
| Employer contribution / active EE | $5,660 | $4,211+34.4% | $3,496+61.9% | $4,194+34.9% |
| Participant deferral / active EE | $9,351 | $5,640+65.8% | $4,759+96.5% | $6,396+46.2% |
| Admin fee / account holder | $2,781 | $15,306-81.8% | $12,266-77.3% | $12,562-77.9% |