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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 | $399,149 | $77,908+412.3% | $149,696+166.6% | $75,173+431.0% |
| Participation rate | 63.0% | 65.6%-2.6pp | 78.8%-15.8pp | 67.2%-4.2pp |
| Annual return | 16.63% | 31.73%-15.1pp | 134.46%-117.8pp | 160.72%-144.1pp |
| Employer contribution / active EE | $7,482 | $3,138+138.4% | $4,821+55.2% | $2,671+180.1% |
| Participant deferral / active EE | $4,280 | $3,411+25.5% | $5,682-24.7% | $4,126+3.7% |
| Admin fee / account holder | $1,408 | $5,950-76.3% | $13,212-89.3% | $5,651-75.1% |