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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 | $372,949 | $114,013+227.1% | $103,693+259.7% | $155,188+140.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 14.63% | 49.31%-34.7pp | 47.61%-33.0pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,638 | $3,131+16.2% | $2,920+24.6% | $4,248-14.4% |
| Participant deferral / active EE | $5,054 | $4,970+1.7% | $4,579+10.4% | $6,531-22.6% |
| Admin fee / account holder | $2,679 | $8,407-68.1% | $7,858-65.9% | $14,480-81.5% |