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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 | $288,427 | $185,312+55.6% | $161,489+78.6% | $154,746+86.4% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 13.76% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $2,403 | $4,769-49.6% | $4,268-43.7% | $4,379-45.1% |
| Participant deferral / active EE | $5,690 | $6,350-10.4% | $5,630+1.1% | $6,730-15.5% |
| Admin fee / account holder | $44,008 | $18,654+135.9% | $16,006+175.0% | $14,365+206.3% |