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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 | $326,440 | $209,422+55.9% | $178,503+82.9% | $158,982+105.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 12.43% | 188.81%-176.4pp | 151.12%-138.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,505 | $5,707-73.6% | $5,011-70.0% | $4,763-68.4% |
| Participant deferral / active EE | $4,799 | $5,955-19.4% | $5,202-7.8% | $5,983-19.8% |
| Admin fee / account holder | $1,277 | $17,079-92.5% | $13,987-90.9% | $11,252-88.6% |