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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 | $252,560 | $212,386+18.9% | $199,883+26.4% | $138,895+81.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 17.72% | 47.75%-30.0pp | 43.81%-26.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $7,060 | $6,625+6.6% | $6,261+12.8% | $4,194+68.3% |
| Participant deferral / active EE | $14,040 | $9,617+46.0% | $9,138+53.6% | $6,396+119.5% |
| Admin fee / account holder | $7,110 | $18,233-61.0% | $17,268-58.8% | $12,562-43.4% |