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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 | $375,055 | $183,539+104.3% | $155,556+141.1% | $145,897+157.1% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 17.85% | 61.31%-43.5pp | 64.84%-47.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $3,069 | $5,315-42.3% | $4,675-34.4% | $4,663-34.2% |
| Participant deferral / active EE | $8,343 | $6,467+29.0% | $5,631+48.2% | $6,689+24.7% |
| Admin fee / account holder | $655 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |