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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 | $359,569 | $183,539+95.9% | $155,556+131.2% | $145,897+146.5% |
| Participation rate | 63.2% | 82.7%-19.6pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 24.00% | 61.31%-37.3pp | 64.84%-40.8pp | 552.29%-528.3pp |
| Employer contribution / active EE | $1,287 | $5,315-75.8% | $4,675-72.5% | $4,663-72.4% |
| Participant deferral / active EE | $4,838 | $6,467-25.2% | $5,631-14.1% | $6,689-27.7% |
| Admin fee / account holder | $1,589 | $19,275-91.8% | $15,885-90.0% | $13,390-88.1% |