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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 | $308,415 | $111,535+176.5% | $105,223+193.1% | $137,256+124.7% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 12.45% | 237.85%-225.4pp | 180.65%-168.2pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,790 | $3,939-54.6% | $3,689-51.5% | $4,156-56.9% |
| Participant deferral / active EE | $5,015 | $5,500-8.8% | $5,072-1.1% | $6,407-21.7% |
| Admin fee / account holder | $2,331 | $9,721-76.0% | $8,859-73.7% | $12,270-81.0% |