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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 | $275,413 | $172,111+60.0% | $150,298+83.2% | $137,256+100.7% |
| Participation rate | 59.1% | 81.7%-22.6pp | 77.8%-18.7pp | 80.0%-20.9pp |
| Annual return | 16.15% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $8,316 | $4,636+79.4% | $4,154+100.2% | $4,156+100.1% |
| Participant deferral / active EE | $6,212 | $6,166+0.8% | $5,453+13.9% | $6,407-3.0% |
| Admin fee / account holder | $1,521 | $16,471-90.8% | $14,116-89.2% | $12,270-87.6% |