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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 | $279,226 | $181,062+54.2% | $158,223+76.5% | $155,188+79.9% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 13.90% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $4,121 | $4,565-9.7% | $4,109+0.3% | $4,248-3.0% |
| Participant deferral / active EE | $4,904 | $6,134-20.1% | $5,467-10.3% | $6,531-24.9% |
| Admin fee / account holder | $985 | $18,825-94.8% | $16,047-93.9% | $14,480-93.2% |