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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 | $423,872 | $157,296+169.5% | $141,191+200.2% | $152,897+177.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 16.96% | 64.34%-47.4pp | 71.41%-54.4pp | 345.43%-328.5pp |
| Employer contribution / active EE | $2,912 | $5,262-44.7% | $4,736-38.5% | $4,764-38.9% |
| Participant deferral / active EE | $8,975 | $7,111+26.2% | $6,710+33.7% | $5,851+53.4% |
| Admin fee / account holder | $636 | $12,125-94.8% | $10,264-93.8% | $11,599-94.5% |