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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 | $413,186 | $183,592+125.1% | $155,574+165.6% | $145,877+183.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 19.70% | 61.37%-41.7pp | 64.87%-45.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $5,684 | $5,317+6.9% | $4,676+21.6% | $4,663+21.9% |
| Participant deferral / active EE | $7,303 | $6,466+13.0% | $5,629+29.7% | $6,691+9.2% |
| Admin fee / account holder | $1,690 | $19,316-91.3% | $15,914-89.4% | $13,402-87.4% |