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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 | $255,307 | $154,228+65.5% | $145,433+75.5% | $137,256+86.0% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 15.41% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,114 | $4,804-14.4% | $4,554-9.7% | $4,156-1.0% |
| Participant deferral / active EE | $9,052 | $8,216+10.2% | $7,897+14.6% | $6,407+41.3% |
| Admin fee / account holder | $2,413 | $14,344-83.2% | $13,129-81.6% | $12,270-80.3% |