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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 | $422,586 | $162,136+160.6% | $152,301+177.5% | $154,746+173.1% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 15.58% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,088 | $8,341+20.9% | $8,004+26.0% | $6,730+49.9% |
| Admin fee / account holder | $15,012 | $15,759-4.7% | $14,398+4.3% | $14,365+4.5% |