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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 | $296,697 | $228,352+29.9% | $185,835+59.7% | $158,966+86.6% |
| Participation rate | 58.8% | 82.3%-23.5pp | 78.0%-19.2pp | 82.0%-23.1pp |
| Annual return | 9.01% | 40.81%-31.8pp | 35.96%-26.9pp | 302.95%-293.9pp |
| Employer contribution / active EE | $7,394 | $4,967+48.9% | $4,087+80.9% | $4,762+55.3% |
| Participant deferral / active EE | $9,526 | $6,416+48.5% | $5,633+69.1% | $5,983+59.2% |
| Admin fee / account holder | $5,162 | $11,867-56.5% | $9,502-45.7% | $11,250-54.1% |