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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 | $297,393 | $148,623+100.1% | $135,974+118.7% | $139,466+113.2% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 13.99% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.7pp |
| Employer contribution / active EE | $2,619 | $5,246-50.1% | $4,859-46.1% | $4,754-44.9% |
| Participant deferral / active EE | $9,239 | $8,103+14.0% | $7,760+19.1% | $6,712+37.6% |
| Admin fee / account holder | $1,690 | $12,406-86.4% | $10,767-84.3% | $11,409-85.2% |