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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 | $371,152 | $181,062+105.0% | $158,223+134.6% | $155,188+139.2% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 12.35% | 57.39%-45.0pp | 52.09%-39.7pp | 148.84%-136.5pp |
| Employer contribution / active EE | $3,353 | $4,565-26.6% | $4,109-18.4% | $4,248-21.1% |
| Participant deferral / active EE | $8,185 | $6,134+33.4% | $5,467+49.7% | $6,531+25.3% |
| Admin fee / account holder | $1,648 | $18,825-91.2% | $16,047-89.7% | $14,480-88.6% |