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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 | $285,177 | $183,627+55.3% | $155,602+83.3% | $145,978+95.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.96% | 61.32%-48.4pp | 64.81%-51.8pp | 550.52%-537.6pp |
| Employer contribution / active EE | $2,903 | $5,316-45.4% | $4,675-37.9% | $4,662-37.7% |
| Participant deferral / active EE | $12,710 | $6,466+96.6% | $5,629+125.8% | $6,690+90.0% |
| Admin fee / account holder | $36,613 | $19,327+89.4% | $15,923+129.9% | $13,400+173.2% |