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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 | $366,924 | $181,062+102.7% | $158,223+131.9% | $155,188+136.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 17.19% | 57.39%-40.2pp | 52.09%-34.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,766 | $4,565-61.3% | $4,109-57.0% | $4,248-58.4% |
| Participant deferral / active EE | $9,426 | $6,134+53.7% | $5,467+72.4% | $6,531+44.3% |
| Admin fee / account holder | $1,446 | $18,825-92.3% | $16,047-91.0% | $14,480-90.0% |