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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 | $181,062+136.7% | $158,223+170.9% | $155,188+176.1% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 12.65% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,513 | $4,565-45.0% | $4,109-38.8% | $4,248-40.8% |
| Participant deferral / active EE | $10,658 | $6,134+73.7% | $5,467+95.0% | $6,531+63.2% |
| Admin fee / account holder | $13,831 | $18,825-26.5% | $16,047-13.8% | $14,480-4.5% |