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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 | $326,844 | $165,399+97.6% | $149,745+118.3% | $158,982+105.6% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 21.80% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $2,181 | $5,105-57.3% | $4,646-53.1% | $4,763-54.2% |
| Participant deferral / active EE | $7,588 | $7,183+5.6% | $6,843+10.9% | $5,983+26.8% |
| Admin fee / account holder | $448 | $10,811-95.9% | $9,312-95.2% | $11,252-96.0% |