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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 | $358,971 | $185,312+93.7% | $161,489+122.3% | $154,746+132.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.22% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,653 | $4,769-44.4% | $4,268-37.8% | $4,379-39.4% |
| Participant deferral / active EE | $7,725 | $6,350+21.7% | $5,630+37.2% | $6,730+14.8% |
| Admin fee / account holder | $3,591 | $18,654-80.7% | $16,006-77.6% | $14,365-75.0% |