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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 | $138,312+182.4% | $122,979+217.6% | $155,188+151.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 70.05% | 22.06%+48.0pp | 20.12%+49.9pp | 148.84%-78.8pp |
| Employer contribution / active EE | $3,239 | $3,530-8.2% | $3,062+5.8% | $4,248-23.7% |
| Participant deferral / active EE | $11,846 | $5,592+111.8% | $5,003+136.8% | $6,531+81.4% |
| Admin fee / account holder | $451 | $15,089-97.0% | $12,864-96.5% | $14,480-96.9% |