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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 | $351,217 | $183,592+91.3% | $155,574+125.8% | $145,877+140.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.60% | 61.37%-50.8pp | 64.87%-54.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,440 | $5,317-54.1% | $4,676-47.8% | $4,663-47.7% |
| Participant deferral / active EE | $4,942 | $6,466-23.6% | $5,629-12.2% | $6,691-26.1% |
| Admin fee / account holder | $17,533 | $19,316-9.2% | $15,914+10.2% | $13,402+30.8% |