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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 | $333,847 | $201,344+65.8% | $184,243+81.2% | $145,877+128.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.37% | 29.01%-14.6pp | 28.82%-14.4pp | 551.28%-536.9pp |
| Employer contribution / active EE | $18,712 | $7,022+166.5% | $6,427+191.2% | $4,663+301.3% |
| Participant deferral / active EE | $15,053 | $9,807+53.5% | $9,132+64.8% | $6,691+125.0% |
| Admin fee / account holder | $55,065 | $16,382+236.1% | $13,914+295.8% | $13,402+310.9% |