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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 | $387,609 | $178,174+117.5% | $156,181+148.2% | $137,256+182.4% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.8%-16.9pp | 80.0%-18.1pp |
| Annual return | 21.70% | 84.19%-62.5pp | 64.87%-43.2pp | 220.34%-198.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,371 | $6,888+21.5% | $6,132+36.5% | $6,407+30.7% |
| Admin fee / account holder | $6,195 | $17,404-64.4% | $14,586-57.5% | $12,270-49.5% |