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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 | $257,643 | $181,062+42.3% | $158,223+62.8% | $155,188+66.0% |
| Participation rate | 68.4% | 82.7%-14.2pp | 79.2%-10.8pp | 80.8%-12.4pp |
| Annual return | 16.48% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.4pp |
| Employer contribution / active EE | $3,528 | $4,565-22.7% | $4,109-14.1% | $4,248-16.9% |
| Participant deferral / active EE | $7,083 | $6,134+15.5% | $5,467+29.6% | $6,531+8.4% |
| Admin fee / account holder | $3,064 | $18,825-83.7% | $16,047-80.9% | $14,480-78.8% |