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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 | $251,324 | $162,136+55.0% | $152,301+65.0% | $154,746+62.4% |
| Participation rate | 65.2% | 84.1%-18.9pp | 82.4%-17.2pp | 80.7%-15.5pp |
| Annual return | 22.90% | 91.02%-68.1pp | 80.50%-57.6pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,662 | $4,890-66.0% | $4,624-64.1% | $4,379-62.0% |
| Participant deferral / active EE | $4,970 | $8,341-40.4% | $8,004-37.9% | $6,730-26.2% |
| Admin fee / account holder | $1,207 | $15,759-92.3% | $14,398-91.6% | $14,365-91.6% |