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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 | $263,967 | $174,379+51.4% | $152,093+73.6% | $138,895+90.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.18% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,237 | $4,652-73.4% | $4,175-70.4% | $4,194-70.5% |
| Participant deferral / active EE | $10,813 | $6,159+75.6% | $5,451+98.4% | $6,396+69.1% |
| Admin fee / account holder | $10,070 | $16,880-40.3% | $14,497-30.5% | $12,562-19.8% |