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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 | $284,740 | $185,312+53.7% | $161,489+76.3% | $154,746+84.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 14.81% | 103.84%-89.0pp | 89.72%-74.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,462 | $4,769-69.4% | $4,268-65.8% | $4,379-66.6% |
| Participant deferral / active EE | $8,322 | $6,350+31.1% | $5,630+47.8% | $6,730+23.6% |
| Admin fee / account holder | $683 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |