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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 | $361,983 | $156,398+131.5% | $147,318+145.7% | $138,895+160.6% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 18.28% | 78.75%-60.5pp | 70.43%-52.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,876 | $4,853-61.3% | $4,593-59.2% | $4,194-55.3% |
| Participant deferral / active EE | $7,083 | $8,237-14.0% | $7,906-10.4% | $6,396+10.7% |
| Admin fee / account holder | $3,229 | $14,976-78.4% | $13,708-76.4% | $12,562-74.3% |