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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 | $155,555+180.5% | $146,866+197.1% | $155,188+181.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 14.72% | 115.41%-100.7pp | 102.85%-88.1pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,920 | $4,647-58.7% | $4,425-56.6% | $4,248-54.8% |
| Participant deferral / active EE | $20,667 | $8,044+156.9% | $7,759+166.3% | $6,531+216.4% |
| Admin fee / account holder | $5,024 | $14,755-66.0% | $13,620-63.1% | $14,480-65.3% |