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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 | $340,747 | $174,379+95.4% | $152,093+124.0% | $138,895+145.3% |
| Participation rate | 42.9% | 81.6%-38.8pp | 77.8%-34.9pp | 79.9%-37.1pp |
| Annual return | 11.20% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $2,813 | $4,652-39.5% | $4,175-32.6% | $4,194-32.9% |
| Participant deferral / active EE | $8,943 | $6,159+45.2% | $5,451+64.0% | $6,396+39.8% |
| Admin fee / account holder | $819 | $16,880-95.1% | $14,497-94.4% | $12,562-93.5% |