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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 | $181,062+76.3% | $158,223+101.8% | $155,188+105.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 12.02% | 57.39%-45.4pp | 52.09%-40.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $4,133 | $4,565-9.4% | $4,109+0.6% | $4,248-2.7% |
| Participant deferral / active EE | $7,883 | $6,134+28.5% | $5,467+44.2% | $6,531+20.7% |
| Admin fee / account holder | $3,604 | $18,825-80.9% | $16,047-77.5% | $14,480-75.1% |