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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 | $327,618 | $181,062+80.9% | $158,223+107.1% | $155,188+111.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 15.85% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,589 | $4,565-65.2% | $4,109-61.3% | $4,248-62.6% |
| Participant deferral / active EE | $14,792 | $6,134+141.1% | $5,467+170.6% | $6,531+126.5% |
| Admin fee / account holder | $3,313 | $18,825-82.4% | $16,047-79.4% | $14,480-77.1% |