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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 | $266,652 | $184,014+44.9% | $161,149+65.5% | $138,895+92.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 22.21% | 21.52%+0.7pp | 21.16%+1.0pp | 145.39%-123.2pp |
| Employer contribution / active EE | $17,751 | $5,055+251.1% | $4,360+307.1% | $4,194+323.2% |
| Participant deferral / active EE | $9,744 | $6,909+41.0% | $6,153+58.4% | $6,396+52.3% |
| Admin fee / account holder | $1,015 | $18,027-94.4% | $15,194-93.3% | $12,562-91.9% |