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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 | $299,222 | $148,629+101.3% | $135,982+120.0% | $139,487+114.5% |
| Participation rate | 60.9% | 83.9%-23.0pp | 81.9%-21.1pp | 80.3%-19.5pp |
| Annual return | 16.19% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.7pp |
| Employer contribution / active EE | $4,074 | $5,247-22.4% | $4,859-16.2% | $4,755-14.3% |
| Participant deferral / active EE | $9,262 | $8,102+14.3% | $7,760+19.4% | $6,713+38.0% |
| Admin fee / account holder | $1,912 | $12,406-84.6% | $10,767-82.2% | $11,407-83.2% |