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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 | $276,614 | $110,307+150.8% | $96,576+186.4% | $139,456+98.4% |
| Participation rate | 47.1% | 78.1%-31.1pp | 76.0%-28.9pp | 80.3%-33.3pp |
| Annual return | 25.76% | 26.40%-0.6pp | 25.87%-0.1pp | 373.45%-347.7pp |
| Employer contribution / active EE | $3,133 | $3,619-13.4% | $2,965+5.7% | $4,753-34.1% |
| Participant deferral / active EE | $7,386 | $5,547+33.1% | $4,851+52.3% | $6,711+10.1% |
| Admin fee / account holder | $1,812 | $11,597-84.4% | $8,253-78.0% | $11,407-84.1% |