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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 | $268,607 | $172,111+56.1% | $150,298+78.7% | $137,256+95.7% |
| Participation rate | 69.2% | 81.7%-12.5pp | 77.8%-8.5pp | 80.0%-10.7pp |
| Annual return | 13.81% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,215 | $4,636-52.2% | $4,154-46.7% | $4,156-46.7% |
| Participant deferral / active EE | $6,923 | $6,166+12.3% | $5,453+27.0% | $6,407+8.1% |
| Admin fee / account holder | $1,103 | $16,471-93.3% | $14,116-92.2% | $12,270-91.0% |