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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 | $323,481 | $183,516+76.3% | $155,534+108.0% | $145,884+121.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 13.78% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,442 | $5,315-35.2% | $4,675-26.4% | $4,662-26.2% |
| Participant deferral / active EE | $10,078 | $6,467+55.8% | $5,630+79.0% | $6,690+50.6% |
| Admin fee / account holder | $24,066 | $19,293+24.7% | $15,900+51.4% | $13,392+79.7% |