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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 | $310,878 | $185,312+67.8% | $161,489+92.5% | $154,746+100.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.30% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $11,497 | $4,769+141.1% | $4,268+169.3% | $4,379+162.5% |
| Participant deferral / active EE | $9,825 | $6,350+54.7% | $5,630+74.5% | $6,730+46.0% |
| Admin fee / account holder | $5,591 | $18,654-70.0% | $16,006-65.1% | $14,365-61.1% |