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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 | $392,604 | $162,136+142.1% | $152,301+157.8% | $154,746+153.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.01% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,942 | $4,890-39.8% | $4,624-36.4% | $4,379-32.8% |
| Participant deferral / active EE | $8,692 | $8,341+4.2% | $8,004+8.6% | $6,730+29.2% |
| Admin fee / account holder | $2,346 | $15,759-85.1% | $14,398-83.7% | $14,365-83.7% |