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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 | $503,687 | $172,111+192.7% | $150,298+235.1% | $137,256+267.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.99% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,129 | $4,636-10.9% | $4,154-0.6% | $4,156-0.7% |
| Participant deferral / active EE | $8,032 | $6,166+30.3% | $5,453+47.3% | $6,407+25.4% |
| Admin fee / account holder | $3,170 | $16,471-80.8% | $14,116-77.5% | $12,270-74.2% |