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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 | $313,779 | $156,398+100.6% | $147,318+113.0% | $138,895+125.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 14.94% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,307 | $4,853-73.1% | $4,593-71.5% | $4,194-68.8% |
| Participant deferral / active EE | $6,227 | $8,237-24.4% | $7,906-21.2% | $6,396-2.7% |
| Admin fee / account holder | $3,823 | $14,976-74.5% | $13,708-72.1% | $12,562-69.6% |