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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 | $373,227 | $184,014+102.8% | $161,149+131.6% | $138,895+168.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 13.53% | 21.52%-8.0pp | 21.16%-7.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,627 | $5,055-8.5% | $4,360+6.1% | $4,194+10.3% |
| Participant deferral / active EE | $12,924 | $6,909+87.1% | $6,153+110.0% | $6,396+102.1% |
| Admin fee / account holder | $10,352 | $18,027-42.6% | $15,194-31.9% | $12,562-17.6% |