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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 | $156,398+69.2% | $147,318+79.6% | $138,895+90.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.15% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $2,730 | $4,853-43.8% | $4,593-40.6% | $4,194-34.9% |
| Participant deferral / active EE | $6,360 | $8,237-22.8% | $7,906-19.6% | $6,396-0.6% |
| Admin fee / account holder | $16,001 | $14,976+6.8% | $13,708+16.7% | $12,562+27.4% |