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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 | $257,875 | $185,312+39.2% | $161,489+59.7% | $154,746+66.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.09% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,520 | $4,769-47.2% | $4,268-41.0% | $4,379-42.5% |
| Participant deferral / active EE | $7,514 | $6,350+18.3% | $5,630+33.5% | $6,730+11.6% |
| Admin fee / account holder | $2,141 | $18,654-88.5% | $16,006-86.6% | $14,365-85.1% |