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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 | $250,224 | $223,823+11.8% | $211,142+18.5% | $154,746+61.7% |
| Participation rate | 68.4% | 87.9%-19.4pp | 87.3%-18.9pp | 80.7%-12.3pp |
| Annual return | 16.18% | 50.39%-34.2pp | 46.84%-30.7pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,554 | $6,787-62.4% | $6,442-60.4% | $4,379-41.7% |
| Participant deferral / active EE | $6,939 | $9,750-28.8% | $9,284-25.3% | $6,730+3.1% |
| Admin fee / account holder | $26,687 | $19,707+35.4% | $19,076+39.9% | $14,365+85.8% |