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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 | $209,336+79.0% | $197,124+90.1% | $137,256+173.0% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 20.37% | 48.09%-27.7pp | 44.34%-24.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $3,360 | $6,591-49.0% | $6,227-46.0% | $4,156-19.2% |
| Participant deferral / active EE | $14,719 | $9,614+53.1% | $9,135+61.1% | $6,407+129.7% |
| Admin fee / account holder | $1,342 | $17,308-92.2% | $16,298-91.8% | $12,270-89.1% |