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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 | $393,891 | $162,136+142.9% | $152,301+158.6% | $154,746+154.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.17% | 91.02%-72.9pp | 80.50%-62.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,092 | $4,890-77.7% | $4,624-76.4% | $4,379-75.1% |
| Participant deferral / active EE | $10,895 | $8,341+30.6% | $8,004+36.1% | $6,730+61.9% |
| Admin fee / account holder | $1,578 | $15,759-90.0% | $14,398-89.0% | $14,365-89.0% |