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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 | $402,654 | $156,398+157.5% | $147,318+173.3% | $138,895+189.9% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 79.9%-39.9pp |
| Annual return | 19.22% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $5,527 | $4,853+13.9% | $4,593+20.3% | $4,194+31.8% |
| Participant deferral / active EE | $12,400 | $8,237+50.5% | $7,906+56.8% | $6,396+93.9% |
| Admin fee / account holder | $3,386 | $14,976-77.4% | $13,708-75.3% | $12,562-73.0% |