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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 | $377,127 | $178,174+111.7% | $156,181+141.5% | $137,256+174.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.52% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $24,608 | $4,972+395.0% | $4,294+473.1% | $4,156+492.1% |
| Participant deferral / active EE | $9,878 | $6,888+43.4% | $6,132+61.1% | $6,407+54.2% |
| Admin fee / account holder | $14,741 | $17,404-15.3% | $14,586+1.1% | $12,270+20.1% |