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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 | $346,833 | $183,592+88.9% | $155,574+122.9% | $145,877+137.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.71% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,546 | $5,317-52.1% | $4,676-45.6% | $4,663-45.4% |
| Participant deferral / active EE | $11,535 | $6,466+78.4% | $5,629+104.9% | $6,691+72.4% |
| Admin fee / account holder | $2,111 | $19,316-89.1% | $15,914-86.7% | $13,402-84.3% |