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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 | $213,785+58.1% | $185,441+82.2% | $155,188+117.7% |
| Participation rate | 62.5% | 83.2%-20.7pp | 80.3%-17.8pp | 80.8%-18.3pp |
| Annual return | 67.42% | 19.97%+47.5pp | 20.16%+47.3pp | 148.84%-81.4pp |
| Employer contribution / active EE | $1,893 | $5,393-64.9% | $4,672-59.5% | $4,248-55.4% |
| Participant deferral / active EE | $11,453 | $6,864+66.8% | $6,152+86.2% | $6,531+75.4% |
| Admin fee / account holder | $8,260 | $21,134-60.9% | $17,890-53.8% | $14,480-43.0% |