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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 | $288,602 | $172,111+67.7% | $150,298+92.0% | $137,256+110.3% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 14.42% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $989 | $4,636-78.7% | $4,154-76.2% | $4,156-76.2% |
| Participant deferral / active EE | $9,850 | $6,166+59.8% | $5,453+80.6% | $6,407+53.7% |
| Admin fee / account holder | $2,866 | $16,471-82.6% | $14,116-79.7% | $12,270-76.6% |