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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 | $315,962 | $212,386+48.8% | $199,883+58.1% | $138,895+127.5% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 21.58% | 47.75%-26.2pp | 43.81%-22.2pp | 145.39%-123.8pp |
| Employer contribution / active EE | $24,951 | $6,625+276.6% | $6,261+298.5% | $4,194+494.9% |
| Participant deferral / active EE | $16,320 | $9,617+69.7% | $9,138+78.6% | $6,396+155.2% |
| Admin fee / account holder | $1,105 | $18,233-93.9% | $17,268-93.6% | $12,562-91.2% |