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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 | $284,054 | $196,972+44.2% | $182,262+55.8% | $198,609+43.0% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 14.39% | 158.27%-143.9pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $2,916 | $5,364-45.6% | $5,046-42.2% | $5,055-42.3% |
| Participant deferral / active EE | $11,982 | $8,643+38.6% | $8,276+44.8% | $6,977+71.7% |
| Admin fee / account holder | $8,561 | $18,429-53.5% | $16,712-48.8% | $19,030-55.0% |