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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 | $309,526 | $212,386+45.7% | $199,883+54.9% | $138,895+122.8% |
| Participation rate | 61.9% | 87.4%-25.5pp | 86.8%-24.9pp | 79.9%-18.0pp |
| Annual return | 13.22% | 47.75%-34.5pp | 43.81%-30.6pp | 145.39%-132.2pp |
| Employer contribution / active EE | $3,512 | $6,625-47.0% | $6,261-43.9% | $4,194-16.3% |
| Participant deferral / active EE | $7,299 | $9,617-24.1% | $9,138-20.1% | $6,396+14.1% |
| Admin fee / account holder | $2,194 | $18,233-88.0% | $17,268-87.3% | $12,562-82.5% |