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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 | $386,934 | $174,379+121.9% | $152,093+154.4% | $138,895+178.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.71% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $13,516 | $4,652+190.6% | $4,175+223.8% | $4,194+222.3% |
| Participant deferral / active EE | $14,920 | $6,159+142.2% | $5,451+173.7% | $6,396+133.3% |
| Admin fee / account holder | $56,162 | $16,880+232.7% | $14,497+287.4% | $12,562+347.1% |