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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 | $271,837 | $227,399+19.5% | $189,758+43.3% | $198,609+36.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 15.56% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,483 | $5,526-55.1% | $4,767-47.9% | $5,055-50.9% |
| Participant deferral / active EE | $12,159 | $6,837+77.9% | $5,856+107.6% | $6,977+74.3% |
| Admin fee / account holder | $2,420 | $25,162-90.4% | $20,388-88.1% | $19,030-87.3% |