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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 | $390,600 | $136,860+185.4% | $120,344+224.6% | $154,746+152.4% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 70.05% | 21.38%+48.7pp | 20.30%+49.7pp | 172.34%-102.3pp |
| Employer contribution / active EE | $3,239 | $3,533-8.3% | $3,020+7.3% | $4,379-26.0% |
| Participant deferral / active EE | $11,846 | $5,793+104.5% | $5,135+130.7% | $6,730+76.0% |
| Admin fee / account holder | $451 | $15,393-97.1% | $12,742-96.5% | $14,365-96.9% |