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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 | $397,024 | $162,136+144.9% | $152,301+160.7% | $154,746+156.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 14.76% | 91.02%-76.3pp | 80.50%-65.7pp | 172.34%-157.6pp |
| Employer contribution / active EE | $2,350 | $4,890-51.9% | $4,624-49.2% | $4,379-46.3% |
| Participant deferral / active EE | $5,334 | $8,341-36.0% | $8,004-33.4% | $6,730-20.7% |
| Admin fee / account holder | $2,836 | $15,759-82.0% | $14,398-80.3% | $14,365-80.3% |