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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 | $349,316 | $155,555+124.6% | $146,866+137.8% | $155,188+125.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.38% | 115.41%-98.0pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,169 | $4,647-31.8% | $4,425-28.4% | $4,248-25.4% |
| Participant deferral / active EE | $9,040 | $8,044+12.4% | $7,759+16.5% | $6,531+38.4% |
| Admin fee / account holder | $2,306 | $14,755-84.4% | $13,620-83.1% | $14,480-84.1% |