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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 | $370,704 | $156,398+137.0% | $147,318+151.6% | $138,895+166.9% |
| Participation rate | 52.6% | 83.8%-31.1pp | 82.1%-29.4pp | 79.9%-27.3pp |
| Annual return | 13.74% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $2,159 | $4,853-55.5% | $4,593-53.0% | $4,194-48.5% |
| Participant deferral / active EE | $3,981 | $8,237-51.7% | $7,906-49.6% | $6,396-37.8% |
| Admin fee / account holder | $6,146 | $14,976-59.0% | $13,708-55.2% | $12,562-51.1% |