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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 | $374,743 | $212,386+76.4% | $199,883+87.5% | $138,895+169.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 20.37% | 47.75%-27.4pp | 43.81%-23.4pp | 145.39%-125.0pp |
| Employer contribution / active EE | $3,360 | $6,625-49.3% | $6,261-46.3% | $4,194-19.9% |
| Participant deferral / active EE | $14,719 | $9,617+53.0% | $9,138+61.1% | $6,396+130.1% |
| Admin fee / account holder | $1,342 | $18,233-92.6% | $17,268-92.2% | $12,562-89.3% |