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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 | $292,454 | $174,379+67.7% | $152,093+92.3% | $138,895+110.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 15.76% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,291 | $4,652-29.3% | $4,175-21.2% | $4,194-21.5% |
| Participant deferral / active EE | $8,611 | $6,159+39.8% | $5,451+58.0% | $6,396+34.6% |
| Admin fee / account holder | $5,268 | $16,880-68.8% | $14,497-63.7% | $12,562-58.1% |