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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 | $336,327 | $201,370+67.0% | $184,256+82.5% | $145,897+130.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 27.58% | 29.05%-1.5pp | 28.85%-1.3pp | 552.29%-524.7pp |
| Employer contribution / active EE | $8,260 | $7,024+17.6% | $6,427+28.5% | $4,663+77.1% |
| Participant deferral / active EE | $16,753 | $9,808+70.8% | $9,133+83.4% | $6,689+150.4% |
| Admin fee / account holder | $4,586 | $16,364-72.0% | $13,899-67.0% | $13,390-65.7% |