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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 | $313,762 | $227,291+38.0% | $214,702+46.1% | $155,188+102.2% |
| Participation rate | 0.0% | 88.0%-88.0pp | 87.5%-87.5pp | 80.8%-80.8pp |
| Annual return | 11.75% | 60.08%-48.3pp | 54.55%-42.8pp | 148.84%-137.1pp |
| Employer contribution / active EE | $2,886 | $6,772-57.4% | $6,461-55.3% | $4,248-32.1% |
| Participant deferral / active EE | $11,582 | $9,582+20.9% | $9,147+26.6% | $6,531+77.3% |
| Admin fee / account holder | $21,560 | $20,413+5.6% | $19,830+8.7% | $14,480+48.9% |