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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 | $400,788 | $154,228+159.9% | $145,433+175.6% | $137,256+192.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.48% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,136 | $4,804-55.5% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $20,767 | $8,216+152.7% | $7,897+163.0% | $6,407+224.1% |
| Admin fee / account holder | $1,372 | $14,344-90.4% | $13,129-89.6% | $12,270-88.8% |