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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 | $282,295 | $174,379+61.9% | $152,093+85.6% | $138,895+103.2% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.02% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.4pp |
| Employer contribution / active EE | $3,322 | $4,652-28.6% | $4,175-20.4% | $4,194-20.8% |
| Participant deferral / active EE | $10,011 | $6,159+62.5% | $5,451+83.6% | $6,396+56.5% |
| Admin fee / account holder | $3,303 | $16,880-80.4% | $14,497-77.2% | $12,562-73.7% |