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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 | $260,661 | $154,228+69.0% | $145,433+79.2% | $137,256+89.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 13.19% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $6,878 | $4,804+43.2% | $4,554+51.0% | $4,156+65.5% |
| Participant deferral / active EE | $13,417 | $8,216+63.3% | $7,897+69.9% | $6,407+109.4% |
| Admin fee / account holder | $2,122 | $14,344-85.2% | $13,129-83.8% | $12,270-82.7% |