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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 | $285,304 | $148,623+92.0% | $135,974+109.8% | $139,466+104.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.50% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.2pp |
| Employer contribution / active EE | $4,173 | $5,246-20.5% | $4,859-14.1% | $4,754-12.2% |
| Participant deferral / active EE | $15,256 | $8,103+88.3% | $7,760+96.6% | $6,712+127.3% |
| Admin fee / account holder | $3,650 | $12,406-70.6% | $10,767-66.1% | $11,409-68.0% |