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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 | $320,480 | $156,398+104.9% | $147,318+117.5% | $138,895+130.7% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 16.72% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,979 | $4,853-18.0% | $4,593-13.4% | $4,194-5.1% |
| Participant deferral / active EE | $9,885 | $8,237+20.0% | $7,906+25.0% | $6,396+54.5% |
| Admin fee / account holder | $2,092 | $14,976-86.0% | $13,708-84.7% | $12,562-83.3% |