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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 | $427,241 | $162,136+163.5% | $152,301+180.5% | $154,746+176.1% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 15.64% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,143 | $4,890-56.2% | $4,624-53.7% | $4,379-51.1% |
| Participant deferral / active EE | $12,706 | $8,341+52.3% | $8,004+58.8% | $6,730+88.8% |
| Admin fee / account holder | $2,843 | $15,759-82.0% | $14,398-80.3% | $14,365-80.2% |