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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 | $380,892 | $174,379+118.4% | $152,093+150.4% | $138,895+174.2% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 19.79% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,211 | $4,652-74.0% | $4,175-71.0% | $4,194-71.1% |
| Participant deferral / active EE | $8,527 | $6,159+38.5% | $5,451+56.4% | $6,396+33.3% |
| Admin fee / account holder | $5,936 | $16,880-64.8% | $14,497-59.1% | $12,562-52.7% |