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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 | $369,710 | $178,174+107.5% | $156,181+136.7% | $137,256+169.4% |
| Participation rate | 60.9% | 82.0%-21.2pp | 78.8%-18.0pp | 80.0%-19.1pp |
| Annual return | 13.79% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,359 | $4,972-72.7% | $4,294-68.3% | $4,156-67.3% |
| Participant deferral / active EE | $5,640 | $6,888-18.1% | $6,132-8.0% | $6,407-12.0% |
| Admin fee / account holder | $21,110 | $17,404+21.3% | $14,586+44.7% | $12,270+72.0% |