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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 | $260,799 | $127,386+104.7% | $115,037+126.7% | $125,388+108.0% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | -1.01% | 31.28%-32.3pp | 26.14%-27.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $13,194 | $5,166+155.4% | $4,608+186.3% | $4,866+171.1% |
| Participant deferral / active EE | $7,921 | $6,423+23.3% | $6,026+31.4% | $5,352+48.0% |
| Admin fee / account holder | $481 | $9,516-94.9% | $8,175-94.1% | $9,541-95.0% |