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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 | $412,069 | $227,291+81.3% | $214,702+91.9% | $155,188+165.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 11.91% | 60.08%-48.2pp | 54.55%-42.6pp | 148.84%-136.9pp |
| Employer contribution / active EE | $5,675 | $6,772-16.2% | $6,461-12.2% | $4,248+33.6% |
| Participant deferral / active EE | $15,570 | $9,582+62.5% | $9,147+70.2% | $6,531+138.4% |
| Admin fee / account holder | $1,219 | $20,413-94.0% | $19,830-93.9% | $14,480-91.6% |