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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 | $439,427 | $154,228+184.9% | $145,433+202.2% | $137,256+220.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.13% | 74.59%-57.5pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,159 | $4,804-13.4% | $4,554-8.7% | $4,156+0.1% |
| Participant deferral / active EE | $15,333 | $8,216+86.6% | $7,897+94.2% | $6,407+139.3% |
| Admin fee / account holder | $5,482 | $14,344-61.8% | $13,129-58.2% | $12,270-55.3% |