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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 | $372,987 | $111,535+234.4% | $105,223+254.5% | $137,256+171.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.72% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,606 | $3,939-8.5% | $3,689-2.2% | $4,156-13.2% |
| Participant deferral / active EE | $12,470 | $5,500+126.7% | $5,072+145.9% | $6,407+94.6% |
| Admin fee / account holder | $1,647 | $9,721-83.1% | $8,859-81.4% | $12,270-86.6% |