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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 | $329,299 | $185,312+77.7% | $161,489+103.9% | $154,746+112.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.36% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $3,951 | $4,769-17.1% | $4,268-7.4% | $4,379-9.8% |
| Participant deferral / active EE | $6,274 | $6,350-1.2% | $5,630+11.4% | $6,730-6.8% |
| Admin fee / account holder | $4,777 | $18,654-74.4% | $16,006-70.2% | $14,365-66.7% |