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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 | $386,194 | $155,555+148.3% | $146,866+163.0% | $155,188+148.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 15.33% | 115.41%-100.1pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $4,633 | $4,647-0.3% | $4,425+4.7% | $4,248+9.1% |
| Participant deferral / active EE | $15,260 | $8,044+89.7% | $7,759+96.7% | $6,531+133.7% |
| Admin fee / account holder | $559 | $14,755-96.2% | $13,620-95.9% | $14,480-96.1% |