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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 | $273,289 | $181,062+50.9% | $158,223+72.7% | $155,188+76.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 19.32% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.5pp |
| Employer contribution / active EE | $14,926 | $4,565+227.0% | $4,109+263.3% | $4,248+251.4% |
| Participant deferral / active EE | $10,000 | $6,134+63.0% | $5,467+82.9% | $6,531+53.1% |
| Admin fee / account holder | $1,093 | $18,825-94.2% | $16,047-93.2% | $14,480-92.4% |