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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 | $394,481 | $172,111+129.2% | $150,298+162.5% | $137,256+187.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.23% | 69.37%-49.1pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,268 | $4,636-51.1% | $4,154-45.4% | $4,156-45.4% |
| Participant deferral / active EE | $11,792 | $6,166+91.2% | $5,453+116.3% | $6,407+84.0% |
| Admin fee / account holder | $8,551 | $16,471-48.1% | $14,116-39.4% | $12,270-30.3% |