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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 | $315,801 | $156,398+101.9% | $147,318+114.4% | $138,895+127.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 13.69% | 78.75%-65.1pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,608 | $4,853-66.9% | $4,593-65.0% | $4,194-61.7% |
| Participant deferral / active EE | $11,611 | $8,237+41.0% | $7,906+46.9% | $6,396+81.5% |
| Admin fee / account holder | $4,942 | $14,976-67.0% | $13,708-63.9% | $12,562-60.7% |