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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 | $360,189 | $135,956+164.9% | $123,894+190.7% | $273,972+31.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 10.13% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $3,134 | $5,170-39.4% | $4,617-32.1% | $4,869-35.6% |
| Participant deferral / active EE | $14,829 | $6,343+133.8% | $5,984+147.8% | $5,287+180.5% |
| Admin fee / account holder | $162,435 | $9,817+1554.5% | $8,357+1843.7% | $10,133+1503.1% |