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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 | $278,455 | $156,398+78.0% | $147,318+89.0% | $138,895+100.5% |
| Participation rate | 58.8% | 83.8%-24.9pp | 82.1%-23.2pp | 79.9%-21.1pp |
| Annual return | 18.48% | 78.75%-60.3pp | 70.43%-52.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,087 | $4,853-57.0% | $4,593-54.6% | $4,194-50.3% |
| Participant deferral / active EE | $9,534 | $8,237+15.7% | $7,906+20.6% | $6,396+49.1% |
| Admin fee / account holder | $1,140 | $14,976-92.4% | $13,708-91.7% | $12,562-90.9% |