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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 | $379,883 | $181,062+109.8% | $158,223+140.1% | $155,188+144.8% |
| Participation rate | 54.5% | 82.7%-28.1pp | 79.2%-24.7pp | 80.8%-26.3pp |
| Annual return | 14.31% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $3,374 | $4,565-26.1% | $4,109-17.9% | $4,248-20.6% |
| Participant deferral / active EE | $8,805 | $6,134+43.5% | $5,467+61.1% | $6,531+34.8% |
| Admin fee / account holder | $566 | $18,825-97.0% | $16,047-96.5% | $14,480-96.1% |