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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 | $162,136+147.2% | $152,301+163.2% | $154,746+159.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.48% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,136 | $4,890-56.3% | $4,624-53.8% | $4,379-51.2% |
| Participant deferral / active EE | $20,767 | $8,341+149.0% | $8,004+159.5% | $6,730+208.6% |
| Admin fee / account holder | $1,372 | $15,759-91.3% | $14,398-90.5% | $14,365-90.5% |