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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 | $185,312+36.3% | $161,489+56.4% | $154,746+63.2% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 17.51% | 103.84%-86.3pp | 89.72%-72.2pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,775 | $4,769-62.8% | $4,268-58.4% | $4,379-59.5% |
| Participant deferral / active EE | $6,725 | $6,350+5.9% | $5,630+19.5% | $6,730-0.1% |
| Admin fee / account holder | $686 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |