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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 | $279,490 | $174,379+60.3% | $152,093+83.8% | $138,895+101.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 23.44% | 74.86%-51.4pp | 66.36%-42.9pp | 145.39%-121.9pp |
| Employer contribution / active EE | $2,351 | $4,652-49.5% | $4,175-43.7% | $4,194-43.9% |
| Participant deferral / active EE | $11,460 | $6,159+86.1% | $5,451+110.2% | $6,396+79.2% |
| Admin fee / account holder | $2,558 | $16,880-84.8% | $14,497-82.4% | $12,562-79.6% |