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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 | $279,830 | $148,629+88.3% | $135,982+105.8% | $139,487+100.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.85% | 79.33%-61.5pp | 68.32%-50.5pp | 373.84%-356.0pp |
| Employer contribution / active EE | $1,148 | $5,247-78.1% | $4,859-76.4% | $4,755-75.8% |
| Participant deferral / active EE | $21,500 | $8,102+165.4% | $7,760+177.1% | $6,713+220.3% |
| Admin fee / account holder | $9,119 | $12,406-26.5% | $10,767-15.3% | $11,407-20.1% |