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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 | $255,669 | $91,559+179.2% | $133,978+90.8% | $79,856+220.2% |
| Participation rate | 59.3% | 73.3%-14.1pp | 79.8%-20.6pp | 69.6%-10.4pp |
| Annual return | 18.68% | 61.85%-43.2pp | 45.10%-26.4pp | 31.71%-13.0pp |
| Employer contribution / active EE | $689 | $2,384-71.1% | $3,919-82.4% | $2,471-72.1% |
| Participant deferral / active EE | $9,117 | $3,734+144.2% | $5,047+80.6% | $3,741+143.7% |
| Admin fee / account holder | $11,036 | $6,321+74.6% | $8,930+23.6% | $5,306+108.0% |