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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 | $185,312+44.9% | $161,489+66.3% | $154,746+73.6% |
| Participation rate | 69.2% | 82.5%-13.2pp | 78.7%-9.5pp | 80.7%-11.5pp |
| Annual return | 13.81% | 103.84%-90.0pp | 89.72%-75.9pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,215 | $4,769-53.6% | $4,268-48.1% | $4,379-49.4% |
| Participant deferral / active EE | $6,923 | $6,350+9.0% | $5,630+23.0% | $6,730+2.9% |
| Admin fee / account holder | $1,103 | $18,654-94.1% | $16,006-93.1% | $14,365-92.3% |