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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 | $290,415 | $139,948+107.5% | $121,663+138.7% | $154,746+87.7% |
| Participation rate | 66.7% | 78.0%-11.3pp | 74.5%-7.8pp | 80.7%-14.0pp |
| Annual return | 13.96% | 230.52%-216.6pp | 147.54%-133.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $4,334 | $3,521+23.1% | $3,020+43.5% | $4,379-1.0% |
| Participant deferral / active EE | $10,064 | $5,629+78.8% | $4,887+105.9% | $6,730+49.5% |
| Admin fee / account holder | $21,451 | $17,321+23.8% | $14,289+50.1% | $14,365+49.3% |