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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 | $342,302 | $101,618+236.9% | $93,063+267.8% | $137,256+149.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 13.83% | 223.95%-210.1pp | 34.15%-20.3pp | 220.34%-206.5pp |
| Employer contribution / active EE | $8,808 | $2,707+225.4% | $2,476+255.7% | $4,156+111.9% |
| Participant deferral / active EE | $5,610 | $4,279+31.1% | $3,958+41.7% | $6,407-12.4% |
| Admin fee / account holder | $3,512 | $6,198-43.3% | $6,033-41.8% | $12,270-71.4% |