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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 | $379,883 | $185,312+105.0% | $161,489+135.2% | $154,746+145.5% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 14.31% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,374 | $4,769-29.3% | $4,268-21.0% | $4,379-23.0% |
| Participant deferral / active EE | $8,805 | $6,350+38.7% | $5,630+56.4% | $6,730+30.8% |
| Admin fee / account holder | $566 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |