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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 | $279,675 | $162,136+72.5% | $152,301+83.6% | $154,746+80.7% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 14.38% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,859 | $4,890-41.5% | $4,624-38.2% | $4,379-34.7% |
| Participant deferral / active EE | $11,532 | $8,341+38.3% | $8,004+44.1% | $6,730+71.3% |
| Admin fee / account holder | $545 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |