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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 | $415,847 | $157,829+163.5% | $136,867+203.8% | $198,609+109.4% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 9.43% | 51.25%-41.8pp | 42.97%-33.5pp | 202.70%-193.3pp |
| Employer contribution / active EE | $12,675 | $3,923+223.1% | $3,547+257.4% | $5,055+150.7% |
| Participant deferral / active EE | $3,833 | $5,463-29.8% | $4,924-22.1% | $6,977-45.1% |
| Admin fee / account holder | $3,906 | $11,107-64.8% | $10,340-62.2% | $19,030-79.5% |