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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 | $433,737 | $157,304+175.7% | $141,197+207.2% | $152,909+183.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 19.14% | 64.34%-45.2pp | 71.41%-52.3pp | 345.46%-326.3pp |
| Employer contribution / active EE | $5,272 | $5,263+0.2% | $4,736+11.3% | $4,764+10.7% |
| Participant deferral / active EE | $10,519 | $7,111+47.9% | $6,710+56.8% | $5,851+79.8% |
| Admin fee / account holder | $14,819 | $12,126+22.2% | $10,265+44.4% | $11,601+27.7% |