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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 | $365,161 | $227,399+60.6% | $189,758+92.4% | $198,609+83.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 13.81% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $9,349 | $5,526+69.2% | $4,767+96.1% | $5,055+84.9% |
| Participant deferral / active EE | $10,608 | $6,837+55.2% | $5,856+81.1% | $6,977+52.0% |
| Admin fee / account holder | $10,812 | $25,162-57.0% | $20,388-47.0% | $19,030-43.2% |