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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 | $361,800 | $111,814+223.6% | $103,378+250.0% | $145,978+147.8% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 19.47% | 24.80%-5.3pp | 24.91%-5.4pp | 550.52%-531.0pp |
| Employer contribution / active EE | $3,976 | $4,215-5.7% | $3,870+2.7% | $4,662-14.7% |
| Participant deferral / active EE | $5,691 | $5,618+1.3% | $5,058+12.5% | $6,690-14.9% |
| Admin fee / account holder | $13,292 | $9,764+36.1% | $8,401+58.2% | $13,400-0.8% |