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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 | $268,297 | $212,386+26.3% | $199,883+34.2% | $138,895+93.2% |
| Participation rate | 42.9% | 87.4%-44.5pp | 86.8%-43.9pp | 79.9%-37.1pp |
| Annual return | 16.68% | 47.75%-31.1pp | 43.81%-27.1pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,327 | $6,625-64.9% | $6,261-62.8% | $4,194-44.5% |
| Participant deferral / active EE | $7,557 | $9,617-21.4% | $9,138-17.3% | $6,396+18.1% |
| Admin fee / account holder | $1,366 | $18,233-92.5% | $17,268-92.1% | $12,562-89.1% |