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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 | $330,971 | $174,379+89.8% | $152,093+117.6% | $138,895+138.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 17.57% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,305 | $4,652-72.0% | $4,175-68.7% | $4,194-68.9% |
| Participant deferral / active EE | $6,344 | $6,159+3.0% | $5,451+16.4% | $6,396-0.8% |
| Admin fee / account holder | $2,075 | $16,880-87.7% | $14,497-85.7% | $12,562-83.5% |