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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 | $281,970 | $114,119+147.1% | $107,187+163.1% | $138,895+103.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 13.51% | 273.21%-259.7pp | 204.55%-191.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,933 | $4,059-27.7% | $3,782-22.5% | $4,194-30.1% |
| Participant deferral / active EE | $2,580 | $5,538-53.4% | $5,096-49.4% | $6,396-59.7% |
| Admin fee / account holder | $3,846 | $10,024-61.6% | $9,162-58.0% | $12,562-69.4% |