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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 | $305,190 | $178,174+71.3% | $156,181+95.4% | $137,256+122.4% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.8%-25.5pp | 80.0%-26.6pp |
| Annual return | 15.30% | 84.19%-68.9pp | 64.87%-49.6pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,470 | $6,888+37.5% | $6,132+54.4% | $6,407+47.8% |
| Admin fee / account holder | $11,671 | $17,404-32.9% | $14,586-20.0% | $12,270-4.9% |