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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 | $445,983 | $156,398+185.2% | $147,318+202.7% | $138,895+221.1% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 14.85% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,689 | $4,853-44.6% | $4,593-41.5% | $4,194-35.9% |
| Participant deferral / active EE | $9,239 | $8,237+12.2% | $7,906+16.9% | $6,396+44.4% |
| Admin fee / account holder | $3,901 | $14,976-74.0% | $13,708-71.5% | $12,562-68.9% |