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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 | $368,718 | $185,312+99.0% | $161,489+128.3% | $154,746+138.3% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 18.28% | 103.84%-85.6pp | 89.72%-71.4pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,954 | $4,769-38.1% | $4,268-30.8% | $4,379-32.5% |
| Participant deferral / active EE | $7,473 | $6,350+17.7% | $5,630+32.7% | $6,730+11.0% |
| Admin fee / account holder | $923 | $18,654-95.1% | $16,006-94.2% | $14,365-93.6% |