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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 | $308,173 | $111,535+176.3% | $105,223+192.9% | $137,256+124.5% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 15.29% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $12,370 | $3,939+214.0% | $3,689+235.4% | $4,156+197.6% |
| Participant deferral / active EE | $3,718 | $5,500-32.4% | $5,072-26.7% | $6,407-42.0% |
| Admin fee / account holder | $2,217 | $9,721-77.2% | $8,859-75.0% | $12,270-81.9% |