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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 | $292,620 | $110,410+165.0% | $102,437+185.7% | $145,897+100.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 9.62% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $4,206 | $4,217-0.3% | $3,871+8.7% | $4,663-9.8% |
| Participant deferral / active EE | $13,438 | $5,622+139.0% | $5,060+165.6% | $6,689+100.9% |
| Admin fee / account holder | $6,686 | $9,745-31.4% | $8,388-20.3% | $13,390-50.1% |