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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 | $284,140 | $162,136+75.2% | $152,301+86.6% | $154,746+83.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.56% | 91.02%-74.5pp | 80.50%-63.9pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,591 | $4,890-47.0% | $4,624-44.0% | $4,379-40.8% |
| Participant deferral / active EE | $10,222 | $8,341+22.6% | $8,004+27.7% | $6,730+51.9% |
| Admin fee / account holder | $8,482 | $15,759-46.2% | $14,398-41.1% | $14,365-41.0% |