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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 | $174,379+47.7% | $152,093+69.4% | $138,895+85.5% |
| Participation rate | 68.4% | 81.6%-13.2pp | 77.8%-9.3pp | 79.9%-11.5pp |
| Annual return | 16.48% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,528 | $4,652-24.2% | $4,175-15.5% | $4,194-15.9% |
| Participant deferral / active EE | $7,083 | $6,159+15.0% | $5,451+29.9% | $6,396+10.7% |
| Admin fee / account holder | $3,064 | $16,880-81.8% | $14,497-78.9% | $12,562-75.6% |