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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 | $409,737 | $156,398+162.0% | $147,318+178.1% | $138,895+195.0% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 16.15% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $2,782 | $4,853-42.7% | $4,593-39.4% | $4,194-33.7% |
| Participant deferral / active EE | $4,004 | $8,237-51.4% | $7,906-49.4% | $6,396-37.4% |
| Admin fee / account holder | $10,068 | $14,976-32.8% | $13,708-26.6% | $12,562-19.9% |