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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 | $307,626 | $185,312+66.0% | $161,489+90.5% | $154,746+98.8% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.7%-13.7pp | 80.7%-15.7pp |
| Annual return | 11.73% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $5,966 | $4,769+25.1% | $4,268+39.8% | $4,379+36.2% |
| Participant deferral / active EE | $5,360 | $6,350-15.6% | $5,630-4.8% | $6,730-20.4% |
| Admin fee / account holder | $1,508 | $18,654-91.9% | $16,006-90.6% | $14,365-89.5% |