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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 | $319,216 | $174,379+83.1% | $152,093+109.9% | $138,895+129.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 12.02% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.4pp |
| Employer contribution / active EE | $4,133 | $4,652-11.1% | $4,175-1.0% | $4,194-1.5% |
| Participant deferral / active EE | $7,883 | $6,159+28.0% | $5,451+44.6% | $6,396+23.2% |
| Admin fee / account holder | $3,604 | $16,880-78.6% | $14,497-75.1% | $12,562-71.3% |