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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 | $427,804 | $162,136+163.9% | $152,301+180.9% | $154,746+176.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 24.68% | 91.02%-66.3pp | 80.50%-55.8pp | 172.34%-147.7pp |
| Employer contribution / active EE | $6,328 | $4,890+29.4% | $4,624+36.8% | $4,379+44.5% |
| Participant deferral / active EE | $12,016 | $8,341+44.1% | $8,004+50.1% | $6,730+78.5% |
| Admin fee / account holder | $6,993 | $15,759-55.6% | $14,398-51.4% | $14,365-51.3% |