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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 | $431,172 | $227,399+89.6% | $189,758+127.2% | $198,609+117.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 79.8%-16.2pp | 82.4%-18.7pp |
| Annual return | 14.33% | 61.03%-46.7pp | 52.62%-38.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,977 | $5,526-64.2% | $4,767-58.5% | $5,055-60.9% |
| Participant deferral / active EE | $4,225 | $6,837-38.2% | $5,856-27.8% | $6,977-39.4% |
| Admin fee / account holder | $3,715 | $25,162-85.2% | $20,388-81.8% | $19,030-80.5% |