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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 | $388,291 | $157,304+146.8% | $141,197+175.0% | $152,909+153.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.96% | 64.34%-41.4pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $4,781 | $5,263-9.1% | $4,736+1.0% | $4,764+0.4% |
| Participant deferral / active EE | $9,643 | $7,111+35.6% | $6,710+43.7% | $5,851+64.8% |
| Admin fee / account holder | $8,950 | $12,126-26.2% | $10,265-12.8% | $11,601-22.9% |