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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 | $334,845 | $148,623+125.3% | $135,974+146.3% | $139,466+140.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 17.93% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $4,074 | $5,246-22.4% | $4,859-16.2% | $4,754-14.3% |
| Participant deferral / active EE | $12,226 | $8,103+50.9% | $7,760+57.5% | $6,712+82.2% |
| Admin fee / account holder | $19,364 | $12,406+56.1% | $10,767+79.9% | $11,409+69.7% |