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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 | $280,754 | $185,905+51.0% | $170,057+65.1% | $139,487+101.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 28.68% | 60.56%-31.9pp | 53.42%-24.7pp | 373.84%-345.2pp |
| Employer contribution / active EE | $1,771 | $7,597-76.7% | $6,790-73.9% | $4,755-62.8% |
| Participant deferral / active EE | $10,264 | $11,627-11.7% | $10,411-1.4% | $6,713+52.9% |
| Admin fee / account holder | $2,373 | $15,397-84.6% | $12,826-81.5% | $11,407-79.2% |