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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 | $477,194 | $225,673+111.5% | $203,872+134.1% | $155,188+207.5% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 14.03% | 95.91%-81.9pp | 85.11%-71.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $2,136 | $4,099-47.9% | $3,757-43.1% | $4,248-49.7% |
| Participant deferral / active EE | $6,878 | $6,893-0.2% | $6,388+7.7% | $6,531+5.3% |
| Admin fee / account holder | $14,379 | $12,327+16.6% | $11,730+22.6% | $14,480-0.7% |