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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 | $320,669 | $178,174+80.0% | $156,181+105.3% | $137,256+133.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 12.08% | 84.19%-72.1pp | 64.87%-52.8pp | 220.34%-208.3pp |
| Employer contribution / active EE | $2,487 | $4,972-50.0% | $4,294-42.1% | $4,156-40.2% |
| Participant deferral / active EE | $6,445 | $6,888-6.4% | $6,132+5.1% | $6,407+0.6% |
| Admin fee / account holder | $3,114 | $17,404-82.1% | $14,586-78.7% | $12,270-74.6% |