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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 | $295,006 | $178,174+65.6% | $156,181+88.9% | $137,256+114.9% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 18.79% | 84.19%-65.4pp | 64.87%-46.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,625 | $4,972-27.1% | $4,294-15.6% | $4,156-12.8% |
| Participant deferral / active EE | $4,357 | $6,888-36.7% | $6,132-28.9% | $6,407-32.0% |
| Admin fee / account holder | $2,259 | $17,404-87.0% | $14,586-84.5% | $12,270-81.6% |