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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 | $288,314 | $154,228+86.9% | $145,433+98.2% | $137,256+110.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 16.68% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,129 | $4,804-76.5% | $4,554-75.2% | $4,156-72.8% |
| Participant deferral / active EE | $5,146 | $8,216-37.4% | $7,897-34.8% | $6,407-19.7% |
| Admin fee / account holder | $15,897 | $14,344+10.8% | $13,129+21.1% | $12,270+29.6% |