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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 | $264,648 | $154,228+71.6% | $145,433+82.0% | $137,256+92.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,730 | $4,804-43.2% | $4,554-40.1% | $4,156-34.3% |
| Participant deferral / active EE | $6,360 | $8,216-22.6% | $7,897-19.5% | $6,407-0.7% |
| Admin fee / account holder | $16,001 | $14,344+11.6% | $13,129+21.9% | $12,270+30.4% |