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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 | $365,161 | $172,111+112.2% | $150,298+143.0% | $137,256+166.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 13.81% | 69.37%-55.6pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $9,349 | $4,636+101.7% | $4,154+125.1% | $4,156+125.0% |
| Participant deferral / active EE | $10,608 | $6,166+72.0% | $5,453+94.5% | $6,407+65.6% |
| Admin fee / account holder | $10,812 | $16,471-34.4% | $14,116-23.4% | $12,270-11.9% |