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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 | $266,387 | $162,136+64.3% | $152,301+74.9% | $154,746+72.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.05% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $5,850 | $4,890+19.6% | $4,624+26.5% | $4,379+33.6% |
| Participant deferral / active EE | $21,515 | $8,341+157.9% | $8,004+168.8% | $6,730+219.7% |
| Admin fee / account holder | $1,022 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |