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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 | $274,835 | $181,062+51.8% | $158,223+73.7% | $155,188+77.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 14.08% | 57.39%-43.3pp | 52.09%-38.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,385 | $4,565-47.8% | $4,109-42.0% | $4,248-43.9% |
| Participant deferral / active EE | $8,121 | $6,134+32.4% | $5,467+48.5% | $6,531+24.3% |
| Admin fee / account holder | $1,165 | $18,825-93.8% | $16,047-92.7% | $14,480-92.0% |