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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 | $631,719 | $162,136+289.6% | $152,301+314.8% | $154,746+308.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.02% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $937 | $4,890-80.8% | $4,624-79.7% | $4,379-78.6% |
| Participant deferral / active EE | $3,493 | $8,341-58.1% | $8,004-56.4% | $6,730-48.1% |
| Admin fee / account holder | $161,021 | $15,759+921.7% | $14,398+1018.4% | $14,365+1020.9% |