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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 | $366,398 | $174,379+110.1% | $152,093+140.9% | $138,895+163.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 12.31% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $10,386 | $4,652+123.3% | $4,175+148.8% | $4,194+147.6% |
| Participant deferral / active EE | $8,740 | $6,159+41.9% | $5,451+60.3% | $6,396+36.6% |
| Admin fee / account holder | $2,987 | $16,880-82.3% | $14,497-79.4% | $12,562-76.2% |