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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 | $174,379+54.0% | $152,093+76.6% | $138,895+93.4% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 13.81% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,215 | $4,652-52.4% | $4,175-47.0% | $4,194-47.2% |
| Participant deferral / active EE | $6,923 | $6,159+12.4% | $5,451+27.0% | $6,396+8.2% |
| Admin fee / account holder | $1,103 | $16,880-93.5% | $14,497-92.4% | $12,562-91.2% |