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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 | $299,784 | $228,352+31.3% | $185,835+61.3% | $158,966+88.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 16.62% | 40.81%-24.2pp | 35.96%-19.3pp | 302.95%-286.3pp |
| Employer contribution / active EE | $5,243 | $4,967+5.6% | $4,087+28.3% | $4,762+10.1% |
| Participant deferral / active EE | $11,570 | $6,416+80.3% | $5,633+105.4% | $5,983+93.4% |
| Admin fee / account holder | $1,865 | $11,867-84.3% | $9,502-80.4% | $11,250-83.4% |