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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 | $268,512 | $162,136+65.6% | $152,301+76.3% | $154,746+73.5% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 15.76% | 91.02%-75.3pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $3,301 | $4,890-32.5% | $4,624-28.6% | $4,379-24.6% |
| Participant deferral / active EE | $4,279 | $8,341-48.7% | $8,004-46.5% | $6,730-36.4% |
| Admin fee / account holder | $3,623 | $15,759-77.0% | $14,398-74.8% | $14,365-74.8% |