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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 | $375,079 | $155,555+141.1% | $146,866+155.4% | $155,188+141.7% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.5%-18.9pp | 80.8%-17.2pp |
| Annual return | 13.04% | 115.41%-102.4pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,538 | $4,647-45.4% | $4,425-42.6% | $4,248-40.2% |
| Participant deferral / active EE | $7,740 | $8,044-3.8% | $7,759-0.2% | $6,531+18.5% |
| Admin fee / account holder | $3,177 | $14,755-78.5% | $13,620-76.7% | $14,480-78.1% |