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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 | $313,129 | $185,312+69.0% | $161,489+93.9% | $154,746+102.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.51% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,715 | $4,769-43.1% | $4,268-36.4% | $4,379-38.0% |
| Participant deferral / active EE | $4,752 | $6,350-25.2% | $5,630-15.6% | $6,730-29.4% |
| Admin fee / account holder | $2,700 | $18,654-85.5% | $16,006-83.1% | $14,365-81.2% |