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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 | $292,525 | $178,174+64.2% | $156,181+87.3% | $137,256+113.1% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.8%-17.7pp | 80.0%-18.8pp |
| Annual return | 16.62% | 84.19%-67.6pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,473 | $4,972-50.2% | $4,294-42.4% | $4,156-40.5% |
| Participant deferral / active EE | $6,388 | $6,888-7.3% | $6,132+4.2% | $6,407-0.3% |
| Admin fee / account holder | $14,287 | $17,404-17.9% | $14,586-2.1% | $12,270+16.4% |