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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 | $407,970 | $196,972+107.1% | $182,262+123.8% | $198,609+105.4% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 15.27% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,384 | $5,364-55.5% | $5,046-52.7% | $5,055-52.8% |
| Participant deferral / active EE | $9,083 | $8,643+5.1% | $8,276+9.7% | $6,977+30.2% |
| Admin fee / account holder | $15,281 | $18,429-17.1% | $16,712-8.6% | $19,030-19.7% |