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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 | $185,312+132.7% | $161,489+167.0% | $154,746+178.6% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 14.33% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,977 | $4,769-58.5% | $4,268-53.7% | $4,379-54.9% |
| Participant deferral / active EE | $4,225 | $6,350-33.5% | $5,630-25.0% | $6,730-37.2% |
| Admin fee / account holder | $3,715 | $18,654-80.1% | $16,006-76.8% | $14,365-74.1% |