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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 | $306,565 | $162,136+89.1% | $152,301+101.3% | $154,746+98.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.41% | 91.02%-71.6pp | 80.50%-61.1pp | 172.34%-152.9pp |
| Employer contribution / active EE | $1,879 | $4,890-61.6% | $4,624-59.4% | $4,379-57.1% |
| Participant deferral / active EE | $15,667 | $8,341+87.8% | $8,004+95.7% | $6,730+132.8% |
| Admin fee / account holder | $1,368 | $15,759-91.3% | $14,398-90.5% | $14,365-90.5% |