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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 | $351,631 | $156,398+124.8% | $147,318+138.7% | $138,895+153.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 27.48% | 78.75%-51.3pp | 70.43%-43.0pp | 145.39%-117.9pp |
| Employer contribution / active EE | $2,479 | $4,853-48.9% | $4,593-46.0% | $4,194-40.9% |
| Participant deferral / active EE | $9,654 | $8,237+17.2% | $7,906+22.1% | $6,396+50.9% |
| Admin fee / account holder | $630 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |