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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 | $209,336+19.5% | $197,124+26.9% | $137,256+82.3% |
| Participation rate | 68.4% | 87.3%-18.9pp | 86.7%-18.3pp | 80.0%-11.5pp |
| Annual return | 16.18% | 48.09%-31.9pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,554 | $6,591-61.3% | $6,227-59.0% | $4,156-38.6% |
| Participant deferral / active EE | $6,939 | $9,614-27.8% | $9,135-24.0% | $6,407+8.3% |
| Admin fee / account holder | $26,687 | $17,308+54.2% | $16,298+63.7% | $12,270+117.5% |