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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 | $255,383 | $154,228+65.6% | $145,433+75.6% | $137,256+86.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.92% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $11,798 | $4,804+145.6% | $4,554+159.0% | $4,156+183.9% |
| Participant deferral / active EE | $11,373 | $8,216+38.4% | $7,897+44.0% | $6,407+77.5% |
| Admin fee / account holder | $1,992 | $14,344-86.1% | $13,129-84.8% | $12,270-83.8% |