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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 | $299,612 | $183,539+63.2% | $155,556+92.6% | $145,897+105.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 15.79% | 61.31%-45.5pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,402 | $5,315-54.8% | $4,675-48.6% | $4,663-48.5% |
| Participant deferral / active EE | $6,746 | $6,467+4.3% | $5,631+19.8% | $6,689+0.8% |
| Admin fee / account holder | $943 | $19,275-95.1% | $15,885-94.1% | $13,390-93.0% |