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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 | $326,824 | $148,582+120.0% | $135,942+140.4% | $139,456+134.4% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 16.39% | 79.26%-62.9pp | 68.28%-51.9pp | 373.45%-357.1pp |
| Employer contribution / active EE | $6,517 | $5,245+24.3% | $4,858+34.2% | $4,753+37.1% |
| Participant deferral / active EE | $7,164 | $8,101-11.6% | $7,759-7.7% | $6,711+6.7% |
| Admin fee / account holder | $1,517 | $12,402-87.8% | $10,764-85.9% | $11,407-86.7% |