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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 | $156,398+60.7% | $147,318+70.6% | $138,895+80.9% |
| Participation rate | 65.2% | 83.8%-18.5pp | 82.1%-16.8pp | 79.9%-14.7pp |
| Annual return | 22.90% | 78.75%-55.8pp | 70.43%-47.5pp | 145.39%-122.5pp |
| Employer contribution / active EE | $1,662 | $4,853-65.7% | $4,593-63.8% | $4,194-60.4% |
| Participant deferral / active EE | $4,970 | $8,237-39.7% | $7,906-37.1% | $6,396-22.3% |
| Admin fee / account holder | $1,207 | $14,976-91.9% | $13,708-91.2% | $12,562-90.4% |