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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 | $279,261 | $148,629+87.9% | $135,982+105.4% | $139,487+100.2% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 20.84% | 79.33%-58.5pp | 68.32%-47.5pp | 373.84%-353.0pp |
| Employer contribution / active EE | $2,896 | $5,247-44.8% | $4,859-40.4% | $4,755-39.1% |
| Participant deferral / active EE | $4,295 | $8,102-47.0% | $7,760-44.7% | $6,713-36.0% |
| Admin fee / account holder | $15,061 | $12,406+21.4% | $10,767+39.9% | $11,407+32.0% |