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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 | $315,083 | $156,398+101.5% | $147,318+113.9% | $138,895+126.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.22% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,766 | $4,853-63.6% | $4,593-61.6% | $4,194-57.9% |
| Participant deferral / active EE | $11,034 | $8,237+33.9% | $7,906+39.6% | $6,396+72.5% |
| Admin fee / account holder | $497 | $14,976-96.7% | $13,708-96.4% | $12,562-96.0% |