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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 | $369,803 | $97,125+280.7% | $86,233+328.8% | $137,256+169.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 11.29% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,546 | $2,841-45.6% | $2,504-38.3% | $4,156-62.8% |
| Participant deferral / active EE | $5,695 | $5,180+9.9% | $4,559+24.9% | $6,407-11.1% |
| Admin fee / account holder | $9,853 | $9,725+1.3% | $8,342+18.1% | $12,270-19.7% |