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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 | $466,122 | $181,062+157.4% | $158,223+194.6% | $155,188+200.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 21.48% | 57.39%-35.9pp | 52.09%-30.6pp | 148.84%-127.4pp |
| Employer contribution / active EE | $2,971 | $4,565-34.9% | $4,109-27.7% | $4,248-30.1% |
| Participant deferral / active EE | $11,994 | $6,134+95.5% | $5,467+119.4% | $6,531+83.6% |
| Admin fee / account holder | $1,160 | $18,825-93.8% | $16,047-92.8% | $14,480-92.0% |