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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 | $302,007 | $155,555+94.1% | $146,866+105.6% | $155,188+94.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 12.03% | 115.41%-103.4pp | 102.85%-90.8pp | 148.84%-136.8pp |
| Employer contribution / active EE | $2,928 | $4,647-37.0% | $4,425-33.8% | $4,248-31.1% |
| Participant deferral / active EE | $2,928 | $8,044-63.6% | $7,759-62.3% | $6,531-55.2% |
| Admin fee / account holder | $1,501 | $14,755-89.8% | $13,620-89.0% | $14,480-89.6% |