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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 | $424,296 | $176,794+140.0% | $146,647+189.3% | $167,553+153.2% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 31.43% | 24.04%+7.4pp | 22.75%+8.7pp | 478.89%-447.5pp |
| Employer contribution / active EE | $1,124 | $5,161-78.2% | $4,137-72.8% | $4,840-76.8% |
| Participant deferral / active EE | $5,272 | $6,440-18.1% | $5,506-4.3% | $6,343-16.9% |
| Admin fee / account holder | $1,741 | $13,262-86.9% | $10,281-83.1% | $12,316-85.9% |