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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 | $383,790 | $156,398+145.4% | $147,318+160.5% | $138,895+176.3% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 17.38% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $7,700 | $4,853+58.7% | $4,593+67.7% | $4,194+83.6% |
| Participant deferral / active EE | $6,100 | $8,237-25.9% | $7,906-22.8% | $6,396-4.6% |
| Admin fee / account holder | $80,072 | $14,976+434.7% | $13,708+484.1% | $12,562+537.4% |