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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 | $357,023 | $185,312+92.7% | $161,489+121.1% | $154,746+130.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 22.49% | 103.84%-81.3pp | 89.72%-67.2pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,030 | $4,769-57.4% | $4,268-52.4% | $4,379-53.6% |
| Participant deferral / active EE | $6,741 | $6,350+6.2% | $5,630+19.7% | $6,730+0.2% |
| Admin fee / account holder | $670 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |