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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 | $267,560 | $154,228+73.5% | $145,433+84.0% | $137,256+94.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.18% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $10,126 | $4,804+110.8% | $4,554+122.3% | $4,156+143.6% |
| Participant deferral / active EE | $12,821 | $8,216+56.0% | $7,897+62.3% | $6,407+100.1% |
| Admin fee / account holder | $2,946 | $14,344-79.5% | $13,129-77.6% | $12,270-76.0% |