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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 | $428,551 | $172,111+149.0% | $150,298+185.1% | $137,256+212.2% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 12.65% | 69.37%-56.7pp | 62.79%-50.1pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,513 | $4,636-45.8% | $4,154-39.5% | $4,156-39.5% |
| Participant deferral / active EE | $10,658 | $6,166+72.9% | $5,453+95.5% | $6,407+66.4% |
| Admin fee / account holder | $13,831 | $16,471-16.0% | $14,116-2.0% | $12,270+12.7% |