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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 | $183,516+82.6% | $155,534+115.4% | $145,884+129.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 15.73% | 61.43%-45.7pp | 64.92%-49.2pp | 551.85%-536.1pp |
| Employer contribution / active EE | $4,180 | $5,315-21.4% | $4,675-10.6% | $4,662-10.4% |
| Participant deferral / active EE | $10,818 | $6,467+67.3% | $5,630+92.1% | $6,690+61.7% |
| Admin fee / account holder | $661 | $19,293-96.6% | $15,900-95.8% | $13,392-95.1% |