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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 | $568,093 | $172,111+230.1% | $150,298+278.0% | $137,256+313.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 14.46% | 69.37%-54.9pp | 62.79%-48.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,644 | $4,636-64.6% | $4,154-60.4% | $4,156-60.5% |
| Participant deferral / active EE | $3,377 | $6,166-45.2% | $5,453-38.1% | $6,407-47.3% |
| Admin fee / account holder | $4,824 | $16,471-70.7% | $14,116-65.8% | $12,270-60.7% |