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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 | $313,880 | $183,516+71.0% | $155,534+101.8% | $145,884+115.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 19.71% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.1pp |
| Employer contribution / active EE | $2,027 | $5,315-61.9% | $4,675-56.6% | $4,662-56.5% |
| Participant deferral / active EE | $9,808 | $6,467+51.7% | $5,630+74.2% | $6,690+46.6% |
| Admin fee / account holder | $4,187 | $19,293-78.3% | $15,900-73.7% | $13,392-68.7% |