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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 | $352,002 | $181,062+94.4% | $158,223+122.5% | $155,188+126.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 10.83% | 57.39%-46.6pp | 52.09%-41.3pp | 148.84%-138.0pp |
| Employer contribution / active EE | $2,000 | $4,565-56.2% | $4,109-51.3% | $4,248-52.9% |
| Participant deferral / active EE | $11,065 | $6,134+80.4% | $5,467+102.4% | $6,531+69.4% |
| Admin fee / account holder | $2,344 | $18,825-87.5% | $16,047-85.4% | $14,480-83.8% |