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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 | $470,252 | $124,425+277.9% | $112,040+319.7% | $137,256+242.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 10.78% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,750 | $3,411-19.4% | $2,954-6.9% | $4,156-33.8% |
| Participant deferral / active EE | $8,764 | $5,718+53.3% | $5,098+71.9% | $6,407+36.8% |
| Admin fee / account holder | $19,294 | $15,207+26.9% | $12,098+59.5% | $12,270+57.2% |