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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 | $383,758 | $156,398+145.4% | $147,318+160.5% | $138,895+176.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 15.34% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,196 | $4,853-13.5% | $4,593-8.6% | $4,1940% |
| Participant deferral / active EE | $5,641 | $8,237-31.5% | $7,906-28.7% | $6,396-11.8% |
| Admin fee / account holder | $18,772 | $14,976+25.3% | $13,708+36.9% | $12,562+49.4% |