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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 | $324,943 | $115,225+182.0% | $100,712+222.6% | $138,895+133.9% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 16.25% | 40.35%-24.1pp | 33.27%-17.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,893 | $2,771+40.5% | $2,313+68.3% | $4,194-7.2% |
| Participant deferral / active EE | $5,788 | $4,699+23.2% | $4,085+41.7% | $6,396-9.5% |
| Admin fee / account holder | $1,441 | $10,844-86.7% | $9,256-84.4% | $12,562-88.5% |