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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 | $338,877 | $162,136+109.0% | $152,301+122.5% | $154,746+119.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 13.77% | 91.02%-77.3pp | 80.50%-66.7pp | 172.34%-158.6pp |
| Employer contribution / active EE | $4,524 | $4,890-7.5% | $4,624-2.2% | $4,379+3.3% |
| Participant deferral / active EE | $11,976 | $8,341+43.6% | $8,004+49.6% | $6,730+77.9% |
| Admin fee / account holder | $1,350 | $15,759-91.4% | $14,398-90.6% | $14,365-90.6% |