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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 | $429,150 | $209,336+105.0% | $197,124+117.7% | $137,256+212.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 14.41% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,538 | $6,591-76.7% | $6,227-75.3% | $4,156-63.0% |
| Participant deferral / active EE | $10,333 | $9,614+7.5% | $9,135+13.1% | $6,407+61.3% |
| Admin fee / account holder | $2,762 | $17,308-84.0% | $16,298-83.1% | $12,270-77.5% |