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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 | $251,406 | $103,393+143.2% | $87,103+188.6% | $152,909+64.4% |
| Participation rate | 69.2% | 79.4%-10.1pp | 76.9%-7.6pp | 82.5%-13.2pp |
| Annual return | 20.67% | 28.10%-7.4pp | 28.19%-7.5pp | 345.46%-324.8pp |
| Employer contribution / active EE | $3,846 | $3,221+19.4% | $2,521+52.5% | $4,764-19.3% |
| Participant deferral / active EE | $1,847 | $4,778-61.3% | $4,049-54.4% | $5,851-68.4% |
| Admin fee / account holder | $9,352 | $12,195-23.3% | $7,491+24.8% | $11,601-19.4% |