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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 | $296,744 | $178,174+66.5% | $156,181+90.0% | $137,256+116.2% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 14.64% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,370 | $4,972-52.3% | $4,294-44.8% | $4,156-43.0% |
| Participant deferral / active EE | $8,204 | $6,888+19.1% | $6,132+33.8% | $6,407+28.0% |
| Admin fee / account holder | $10,544 | $17,404-39.4% | $14,586-27.7% | $12,270-14.1% |