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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 | $174,379+44.3% | $152,093+65.4% | $138,895+81.1% |
| Participation rate | 54.2% | 81.6%-27.5pp | 77.8%-23.6pp | 79.9%-25.8pp |
| Annual return | 15.90% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,646 | $4,652-64.6% | $4,175-60.6% | $4,194-60.8% |
| Participant deferral / active EE | $7,183 | $6,159+16.6% | $5,451+31.8% | $6,396+12.3% |
| Admin fee / account holder | $812 | $16,880-95.2% | $14,497-94.4% | $12,562-93.5% |