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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 | $174,379+65.5% | $152,093+89.8% | $138,895+107.8% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 14.42% | 74.86%-60.4pp | 66.36%-51.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $989 | $4,652-78.7% | $4,175-76.3% | $4,194-76.4% |
| Participant deferral / active EE | $9,850 | $6,159+59.9% | $5,451+80.7% | $6,396+54.0% |
| Admin fee / account holder | $2,866 | $16,880-83.0% | $14,497-80.2% | $12,562-77.2% |