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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 | $395,256 | $201,344+96.3% | $184,243+114.5% | $145,877+171.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 25.71% | 29.01%-3.3pp | 28.82%-3.1pp | 551.28%-525.6pp |
| Employer contribution / active EE | $3,386 | $7,022-51.8% | $6,427-47.3% | $4,663-27.4% |
| Participant deferral / active EE | $12,429 | $9,807+26.7% | $9,132+36.1% | $6,691+85.8% |
| Admin fee / account holder | $2,487 | $16,382-84.8% | $13,914-82.1% | $13,402-81.4% |