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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 | $436,381 | $156,398+179.0% | $147,318+196.2% | $138,895+214.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.72% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,920 | $4,853-60.4% | $4,593-58.2% | $4,194-54.2% |
| Participant deferral / active EE | $20,667 | $8,237+150.9% | $7,906+161.4% | $6,396+223.1% |
| Admin fee / account holder | $5,024 | $14,976-66.5% | $13,708-63.4% | $12,562-60.0% |