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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 | $277,150 | $172,111+61.0% | $150,298+84.4% | $137,256+101.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.41% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $7,734 | $4,636+66.8% | $4,154+86.2% | $4,156+86.1% |
| Participant deferral / active EE | $8,832 | $6,166+43.2% | $5,453+62.0% | $6,407+37.9% |
| Admin fee / account holder | $16,946 | $16,471+2.9% | $14,116+20.1% | $12,270+38.1% |