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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 | $274,983 | $174,379+57.7% | $152,093+80.8% | $138,895+98.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 11.68% | 74.86%-63.2pp | 66.36%-54.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $1,669 | $4,652-64.1% | $4,175-60.0% | $4,194-60.2% |
| Participant deferral / active EE | $6,829 | $6,159+10.9% | $5,451+25.3% | $6,396+6.8% |
| Admin fee / account holder | $6,146 | $16,880-63.6% | $14,497-57.6% | $12,562-51.1% |