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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 | $436,185 | $199,109+119.1% | $173,730+151.1% | $154,746+181.9% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 17.69% | 20.02%-2.3pp | 19.96%-2.3pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,111 | $5,311-60.3% | $4,577-53.9% | $4,379-51.8% |
| Participant deferral / active EE | $9,655 | $7,113+35.7% | $6,326+52.6% | $6,730+43.5% |
| Admin fee / account holder | $1,122 | $20,916-94.6% | $17,523-93.6% | $14,365-92.2% |