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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 | $347,479 | $185,312+87.5% | $161,489+115.2% | $154,746+124.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.04% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,100 | $4,769-56.0% | $4,268-50.8% | $4,379-52.0% |
| Participant deferral / active EE | $15,359 | $6,350+141.9% | $5,630+172.8% | $6,730+128.2% |
| Admin fee / account holder | $1,945 | $18,654-89.6% | $16,006-87.8% | $14,365-86.5% |