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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 | $275,270 | $174,379+57.9% | $152,093+81.0% | $138,895+98.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.85% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,919 | $4,652-37.2% | $4,175-30.1% | $4,194-30.4% |
| Participant deferral / active EE | $4,109 | $6,159-33.3% | $5,451-24.6% | $6,396-35.8% |
| Admin fee / account holder | $13,808 | $16,880-18.2% | $14,497-4.8% | $12,562+9.9% |