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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 | $314,281 | $156,398+100.9% | $147,318+113.3% | $138,895+126.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 23.37% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.0pp |
| Employer contribution / active EE | $2,206 | $4,853-54.5% | $4,593-52.0% | $4,194-47.4% |
| Participant deferral / active EE | $16,857 | $8,237+104.6% | $7,906+113.2% | $6,396+163.5% |
| Admin fee / account holder | $1,397 | $14,976-90.7% | $13,708-89.8% | $12,562-88.9% |