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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 | $294,697 | $182,442+61.5% | $163,379+80.4% | $138,895+112.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 16.55% | 72.74%-56.2pp | 63.41%-46.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $8,694 | $4,159+109.0% | $3,752+131.7% | $4,194+107.3% |
| Participant deferral / active EE | $18,236 | $6,817+167.5% | $6,282+190.3% | $6,396+185.1% |
| Admin fee / account holder | $1,244 | $10,396-88.0% | $9,818-87.3% | $12,562-90.1% |