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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 | $252,191 | $183,516+37.4% | $155,534+62.1% | $145,884+72.9% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 12.78% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,801 | $5,315-66.1% | $4,675-61.5% | $4,662-61.4% |
| Participant deferral / active EE | $7,556 | $6,467+16.8% | $5,630+34.2% | $6,690+12.9% |
| Admin fee / account holder | $1,405 | $19,293-92.7% | $15,900-91.2% | $13,392-89.5% |