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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 | $335,085 | $183,627+82.5% | $155,602+115.3% | $145,978+129.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 15.73% | 61.32%-45.6pp | 64.81%-49.1pp | 550.52%-534.8pp |
| Employer contribution / active EE | $4,180 | $5,316-21.4% | $4,675-10.6% | $4,662-10.3% |
| Participant deferral / active EE | $10,818 | $6,466+67.3% | $5,629+92.2% | $6,690+61.7% |
| Admin fee / account holder | $661 | $19,327-96.6% | $15,923-95.9% | $13,400-95.1% |