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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 | $439,222 | $166,242+164.2% | $165,071+166.1% | $145,884+201.1% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 24.64% | 100.44%-75.8pp | 70.17%-45.5pp | 551.85%-527.2pp |
| Employer contribution / active EE | $1,839 | $5,283-65.2% | $4,347-57.7% | $4,662-60.6% |
| Participant deferral / active EE | $9,500 | $6,964+36.4% | $6,035+57.4% | $6,690+42.0% |
| Admin fee / account holder | $1,973 | $16,658-88.2% | $12,695-84.5% | $13,392-85.3% |