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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 | $286,851 | $208,088+37.9% | $186,193+54.1% | $154,746+85.4% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 17.63% | 89.97%-72.3pp | 78.03%-60.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $3,021 | $4,340-30.4% | $3,918-22.9% | $4,379-31.0% |
| Participant deferral / active EE | $12,436 | $7,078+75.7% | $6,513+90.9% | $6,730+84.8% |
| Admin fee / account holder | $20,784 | $11,698+77.7% | $11,058+88.0% | $14,365+44.7% |