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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 | $314,435 | $162,136+93.9% | $152,301+106.5% | $154,746+103.2% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 15.09% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,456 | $4,890-70.2% | $4,624-68.5% | $4,379-66.8% |
| Participant deferral / active EE | $13,808 | $8,341+65.6% | $8,004+72.5% | $6,730+105.2% |
| Admin fee / account holder | $23,782 | $15,759+50.9% | $14,398+65.2% | $14,365+65.6% |