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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 | $185,312+55.7% | $161,489+78.7% | $154,746+86.5% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 14.42% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $989 | $4,769-79.3% | $4,268-76.8% | $4,379-77.4% |
| Participant deferral / active EE | $9,850 | $6,350+55.1% | $5,630+75.0% | $6,730+46.4% |
| Admin fee / account holder | $2,866 | $18,654-84.6% | $16,006-82.1% | $14,365-80.0% |