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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 | $332,022 | $111,535+197.7% | $105,223+215.5% | $137,256+141.9% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 11.97% | 237.85%-225.9pp | 180.65%-168.7pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,671 | $3,939-6.8% | $3,689-0.5% | $4,156-11.7% |
| Participant deferral / active EE | $13,789 | $5,500+150.7% | $5,072+171.9% | $6,407+115.2% |
| Admin fee / account holder | $2,833 | $9,721-70.9% | $8,859-68.0% | $12,270-76.9% |