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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 | $359,185 | $185,312+93.8% | $161,489+122.4% | $154,746+132.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 19.78% | 103.84%-84.1pp | 89.72%-69.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,371 | $4,769-71.3% | $4,268-67.9% | $4,379-68.7% |
| Participant deferral / active EE | $4,122 | $6,350-35.1% | $5,630-26.8% | $6,730-38.8% |
| Admin fee / account holder | $6,962 | $18,654-62.7% | $16,006-56.5% | $14,365-51.5% |