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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 | $642,308 | $156,398+310.7% | $147,318+336.0% | $138,895+362.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 14.30% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,304 | $4,853-73.1% | $4,593-71.6% | $4,194-68.9% |
| Participant deferral / active EE | $8,021 | $8,237-2.6% | $7,906+1.5% | $6,396+25.4% |
| Admin fee / account holder | $3,089 | $14,976-79.4% | $13,708-77.5% | $12,562-75.4% |