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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 | $280,282 | $174,379+60.7% | $152,093+84.3% | $138,895+101.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 16.18% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,606 | $4,652-44.0% | $4,175-37.6% | $4,194-37.9% |
| Participant deferral / active EE | $7,888 | $6,159+28.1% | $5,451+44.7% | $6,396+23.3% |
| Admin fee / account holder | $1,864 | $16,880-89.0% | $14,497-87.1% | $12,562-85.2% |