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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 | $420,144 | $154,228+172.4% | $145,433+188.9% | $137,256+206.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.31% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $14,667 | $4,804+205.3% | $4,554+222.0% | $4,156+252.9% |
| Participant deferral / active EE | $20,667 | $8,216+151.5% | $7,897+161.7% | $6,407+222.6% |
| Admin fee / account holder | $1,951 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |