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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 | $428,817 | $223,823+91.6% | $211,142+103.1% | $154,746+177.1% |
| Participation rate | 69.2% | 87.9%-18.6pp | 87.3%-18.1pp | 80.7%-11.5pp |
| Annual return | 15.70% | 50.39%-34.7pp | 46.84%-31.1pp | 172.34%-156.6pp |
| Employer contribution / active EE | $7,949 | $6,787+17.1% | $6,442+23.4% | $4,379+81.5% |
| Participant deferral / active EE | $13,323 | $9,750+36.6% | $9,284+43.5% | $6,730+98.0% |
| Admin fee / account holder | $22,915 | $19,707+16.3% | $19,076+20.1% | $14,365+59.5% |