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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 | $374,507 | $174,379+114.8% | $152,093+146.2% | $138,895+169.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.54% | 74.86%-58.3pp | 66.36%-49.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $6,479 | $4,652+39.3% | $4,175+55.2% | $4,194+54.5% |
| Participant deferral / active EE | $8,336 | $6,159+35.3% | $5,451+52.9% | $6,396+30.3% |
| Admin fee / account holder | $610 | $16,880-96.4% | $14,497-95.8% | $12,562-95.1% |