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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 | $318,713 | $227,291+40.2% | $214,702+48.4% | $155,188+105.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 52.42% | 60.08%-7.7pp | 54.55%-2.1pp | 148.84%-96.4pp |
| Employer contribution / active EE | $1,500 | $6,772-77.8% | $6,461-76.8% | $4,248-64.7% |
| Participant deferral / active EE | $6,483 | $9,582-32.3% | $9,147-29.1% | $6,531-0.7% |
| Admin fee / account holder | $709 | $20,413-96.5% | $19,830-96.4% | $14,480-95.1% |