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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 | $337,898 | $178,174+89.6% | $156,181+116.4% | $137,256+146.2% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.8%-16.3pp | 80.0%-17.5pp |
| Annual return | 67.42% | 84.19%-16.8pp | 64.87%+2.5pp | 220.34%-152.9pp |
| Employer contribution / active EE | $1,893 | $4,972-61.9% | $4,294-55.9% | $4,156-54.5% |
| Participant deferral / active EE | $11,453 | $6,888+66.3% | $6,132+86.8% | $6,407+78.8% |
| Admin fee / account holder | $8,260 | $17,404-52.5% | $14,586-43.4% | $12,270-32.7% |