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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 | $405,531 | $181,062+124.0% | $158,223+156.3% | $155,188+161.3% |
| Participation rate | 64.3% | 82.7%-18.4pp | 79.2%-14.9pp | 80.8%-16.5pp |
| Annual return | 14.68% | 57.39%-42.7pp | 52.09%-37.4pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,944 | $4,565-13.6% | $4,109-4.0% | $4,248-7.1% |
| Participant deferral / active EE | $9,000 | $6,134+46.7% | $5,467+64.6% | $6,531+37.8% |
| Admin fee / account holder | $4,513 | $18,825-76.0% | $16,047-71.9% | $14,480-68.8% |