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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 | $320,032 | $148,623+115.3% | $135,974+135.4% | $139,466+129.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 23.05% | 79.30%-56.2pp | 68.30%-45.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $2,102 | $5,246-59.9% | $4,859-56.7% | $4,754-55.8% |
| Participant deferral / active EE | $9,788 | $8,103+20.8% | $7,760+26.1% | $6,712+45.8% |
| Admin fee / account holder | $496 | $12,406-96.0% | $10,767-95.4% | $11,409-95.7% |