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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 | $294,142 | $185,312+58.7% | $161,489+82.1% | $154,746+90.1% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 12.47% | 103.84%-91.4pp | 89.72%-77.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $2,198 | $4,769-53.9% | $4,268-48.5% | $4,379-49.8% |
| Participant deferral / active EE | $8,036 | $6,350+26.6% | $5,630+42.7% | $6,730+19.4% |
| Admin fee / account holder | $7,339 | $18,654-60.7% | $16,006-54.1% | $14,365-48.9% |