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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 | $429,179 | $93,345+359.8% | $119,126+260.3% | $87,485+390.6% |
| Participation rate | 68.1% | 68.7%-0.7pp | 75.8%-7.7pp | 68.9%-0.8pp |
| Annual return | 16.09% | 19.08%-3.0pp | 282.11%-266.0pp | 26.06%-10.0pp |
| Employer contribution / active EE | $2,367 | $3,172-25.4% | $4,034-41.3% | $2,596-8.8% |
| Participant deferral / active EE | $7,575 | $4,099+84.8% | $5,318+42.5% | $4,274+77.3% |
| Admin fee / account holder | $5,664 | $8,039-29.5% | $10,693-47.0% | $7,775-27.2% |