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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 | $352,245 | $183,516+91.9% | $155,534+126.5% | $145,884+141.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.72% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,399 | $5,315-73.7% | $4,675-70.1% | $4,662-70.0% |
| Participant deferral / active EE | $7,250 | $6,467+12.1% | $5,630+28.8% | $6,690+8.4% |
| Admin fee / account holder | $17,299 | $19,293-10.3% | $15,900+8.8% | $13,392+29.2% |