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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 | $283,887 | $114,119+148.8% | $107,187+164.9% | $138,895+104.4% |
| Participation rate | 61.9% | 78.1%-16.2pp | 75.0%-13.1pp | 79.9%-18.0pp |
| Annual return | 37.05% | 273.21%-236.2pp | 204.55%-167.5pp | 145.39%-108.3pp |
| Employer contribution / active EE | $2,277 | $4,059-43.9% | $3,782-39.8% | $4,194-45.7% |
| Participant deferral / active EE | $7,105 | $5,538+28.3% | $5,096+39.4% | $6,396+11.1% |
| Admin fee / account holder | $2,943 | $10,024-70.6% | $9,162-67.9% | $12,562-76.6% |