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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 | $278,438 | $166,268+67.5% | $165,100+68.6% | $145,897+90.8% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 14.93% | 100.52%-85.6pp | 70.21%-55.3pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,649 | $5,284-68.8% | $4,348-62.1% | $4,663-64.6% |
| Participant deferral / active EE | $9,514 | $6,964+36.6% | $6,035+57.6% | $6,689+42.2% |
| Admin fee / account holder | $3,734 | $16,659-77.6% | $12,696-70.6% | $13,390-72.1% |