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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 | $328,734 | $201,372+63.2% | $184,260+78.4% | $145,884+125.3% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 16.36% | 29.04%-12.7pp | 28.84%-12.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $4,125 | $7,024-41.3% | $6,427-35.8% | $4,662-11.5% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,690+128.0% |
| Admin fee / account holder | $423 | $16,362-97.4% | $13,898-97.0% | $13,392-96.8% |