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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 | $252,596 | $174,379+44.9% | $152,093+66.1% | $138,895+81.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 17.51% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,775 | $4,652-61.8% | $4,175-57.5% | $4,194-57.7% |
| Participant deferral / active EE | $6,725 | $6,159+9.2% | $5,451+23.4% | $6,396+5.1% |
| Admin fee / account holder | $686 | $16,880-95.9% | $14,497-95.3% | $12,562-94.5% |