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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 | $405,481 | $155,555+160.7% | $146,866+176.1% | $155,188+161.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.17% | 115.41%-99.2pp | 102.85%-86.7pp | 148.84%-132.7pp |
| Employer contribution / active EE | $3,100 | $4,647-33.3% | $4,425-29.9% | $4,248-27.0% |
| Participant deferral / active EE | $16,700 | $8,044+107.6% | $7,759+115.2% | $6,531+155.7% |
| Admin fee / account holder | $927 | $14,755-93.7% | $13,620-93.2% | $14,480-93.6% |