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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 | $293,482 | $89,370+228.4% | $141,197+107.9% | $72,976+302.2% |
| Participation rate | 69.0% | 75.1%-6.2pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 20.83% | 111.88%-91.0pp | 71.41%-50.6pp | 81.02%-60.2pp |
| Employer contribution / active EE | $13,793 | $3,115+342.8% | $4,736+191.2% | $2,440+465.3% |
| Participant deferral / active EE | $7,495 | $5,419+38.3% | $6,710+11.7% | $3,608+107.7% |
| Admin fee / account holder | $9,720 | $5,957+63.2% | $10,265-5.3% | $5,124+89.7% |