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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 | $427,552 | $183,516+133.0% | $155,534+174.9% | $145,884+193.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 18.84% | 61.43%-42.6pp | 64.92%-46.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $6,238 | $5,315+17.4% | $4,675+33.4% | $4,662+33.8% |
| Participant deferral / active EE | $10,167 | $6,467+57.2% | $5,630+80.6% | $6,690+52.0% |
| Admin fee / account holder | $1,580 | $19,293-91.8% | $15,900-90.1% | $13,392-88.2% |