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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 | $201,370+65.8% | $184,256+81.2% | $145,897+128.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.37% | 29.05%-14.7pp | 28.85%-14.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $18,712 | $7,024+166.4% | $6,427+191.1% | $4,663+301.3% |
| Participant deferral / active EE | $15,053 | $9,808+53.5% | $9,133+64.8% | $6,689+125.0% |
| Admin fee / account holder | $55,065 | $16,364+236.5% | $13,899+296.2% | $13,390+311.2% |