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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 | $286,697 | $208,088+37.8% | $186,193+54.0% | $154,746+85.3% |
| Participation rate | 61.5% | 80.0%-18.5pp | 77.1%-15.6pp | 80.7%-19.2pp |
| Annual return | 12.48% | 89.97%-77.5pp | 78.03%-65.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,806 | $4,340-58.4% | $3,918-53.9% | $4,379-58.8% |
| Participant deferral / active EE | $9,295 | $7,078+31.3% | $6,513+42.7% | $6,730+38.1% |
| Admin fee / account holder | $4,144 | $11,698-64.6% | $11,058-62.5% | $14,365-71.2% |