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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 | $520,816 | $155,555+234.8% | $146,866+254.6% | $155,188+235.6% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 13.52% | 115.41%-101.9pp | 102.85%-89.3pp | 148.84%-135.3pp |
| Employer contribution / active EE | $1,123 | $4,647-75.8% | $4,425-74.6% | $4,248-73.6% |
| Participant deferral / active EE | $10,405 | $8,044+29.3% | $7,759+34.1% | $6,531+59.3% |
| Admin fee / account holder | $3,255 | $14,755-77.9% | $13,620-76.1% | $14,480-77.5% |