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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 | $336,505 | $178,174+88.9% | $156,181+115.5% | $137,256+145.2% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.8%-35.1pp | 80.0%-36.2pp |
| Annual return | 14.75% | 84.19%-69.4pp | 64.87%-50.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,032 | $4,972-59.1% | $4,294-52.7% | $4,156-51.1% |
| Participant deferral / active EE | $7,983 | $6,888+15.9% | $6,132+30.2% | $6,407+24.6% |
| Admin fee / account holder | $706 | $17,404-95.9% | $14,586-95.2% | $12,270-94.2% |