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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 | $470,845 | $99,053+375.3% | $88,179+434.0% | $138,895+239.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 12.47% | 78.17%-65.7pp | 64.97%-52.5pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,748 | $2,882-4.7% | $2,549+7.8% | $4,194-34.5% |
| Participant deferral / active EE | $12,667 | $5,225+142.4% | $4,614+174.5% | $6,396+98.0% |
| Admin fee / account holder | $1,500 | $8,748-82.9% | $7,673-80.5% | $12,562-88.1% |