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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 | $250,668 | $154,228+62.5% | $145,433+72.4% | $137,256+82.6% |
| Participation rate | 47.4% | 83.8%-36.4pp | 82.1%-34.8pp | 80.0%-32.6pp |
| Annual return | 17.17% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,473 | $4,804-6.9% | $4,554-1.8% | $4,156+7.6% |
| Participant deferral / active EE | $11,387 | $8,216+38.6% | $7,897+44.2% | $6,407+77.7% |
| Admin fee / account holder | $21,696 | $14,344+51.3% | $13,129+65.3% | $12,270+76.8% |