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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 | $289,399 | $183,592+57.6% | $155,574+86.0% | $145,877+98.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 9.55% | 61.37%-51.8pp | 64.87%-55.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $1,325 | $5,317-75.1% | $4,676-71.7% | $4,663-71.6% |
| Participant deferral / active EE | $12,130 | $6,466+87.6% | $5,629+115.5% | $6,691+81.3% |
| Admin fee / account holder | $4,109 | $19,316-78.7% | $15,914-74.2% | $13,402-69.3% |