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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 | $288,021 | $154,228+86.8% | $145,433+98.0% | $137,256+109.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $14,763 | $4,804+207.3% | $4,554+224.1% | $4,156+255.2% |
| Participant deferral / active EE | $7,833 | $8,216-4.7% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $55,108 | $14,344+284.2% | $13,129+319.7% | $12,270+349.1% |