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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 | $398,315 | $156,398+154.7% | $147,318+170.4% | $138,895+186.8% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 17.23% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $18,540 | $4,853+282.0% | $4,593+303.7% | $4,194+342.0% |
| Participant deferral / active EE | $20,833 | $8,237+152.9% | $7,906+163.5% | $6,396+225.7% |
| Admin fee / account holder | $5,070 | $14,976-66.1% | $13,708-63.0% | $12,562-59.6% |