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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 | $251,551 | $172,111+46.2% | $150,298+67.4% | $137,256+83.3% |
| Participation rate | 54.2% | 81.7%-27.5pp | 77.8%-23.6pp | 80.0%-25.8pp |
| Annual return | 15.90% | 69.37%-53.5pp | 62.79%-46.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,646 | $4,636-64.5% | $4,154-60.4% | $4,156-60.4% |
| Participant deferral / active EE | $7,183 | $6,166+16.5% | $5,453+31.7% | $6,407+12.1% |
| Admin fee / account holder | $812 | $16,471-95.1% | $14,116-94.3% | $12,270-93.4% |