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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 | $351,717 | $156,398+124.9% | $147,318+138.7% | $138,895+153.2% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 18.74% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,600 | $4,853-67.0% | $4,593-65.2% | $4,194-61.9% |
| Participant deferral / active EE | $4,701 | $8,237-42.9% | $7,906-40.5% | $6,396-26.5% |
| Admin fee / account holder | $30,866 | $14,976+106.1% | $13,708+125.2% | $12,562+145.7% |