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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 | $376,195 | $148,629+153.1% | $135,982+176.7% | $139,487+169.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 13.98% | 79.33%-65.3pp | 68.32%-54.3pp | 373.84%-359.9pp |
| Employer contribution / active EE | $5,616 | $5,247+7.0% | $4,859+15.6% | $4,755+18.1% |
| Participant deferral / active EE | $20,735 | $8,102+155.9% | $7,760+167.2% | $6,713+208.9% |
| Admin fee / account holder | $2,500 | $12,406-79.8% | $10,767-76.8% | $11,407-78.1% |