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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 | $321,694 | $182,442+76.3% | $163,379+96.9% | $138,895+131.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 14.43% | 72.74%-58.3pp | 63.41%-49.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $7,633 | $4,159+83.5% | $3,752+103.4% | $4,194+82.0% |
| Participant deferral / active EE | $7,698 | $6,817+12.9% | $6,282+22.6% | $6,396+20.4% |
| Admin fee / account holder | $2,029 | $10,396-80.5% | $9,818-79.3% | $12,562-83.8% |