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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 | $281,157 | $91,179+208.4% | $178,499+57.5% | $79,852+252.1% |
| Participation rate | 55.2% | 69.2%-14.0pp | 81.9%-26.8pp | 69.6%-14.5pp |
| Annual return | 18.46% | 24.19%-5.7pp | 151.10%-132.6pp | 31.72%-13.3pp |
| Employer contribution / active EE | $5,269 | $3,256+61.8% | $5,011+5.1% | $2,471+113.2% |
| Participant deferral / active EE | $4,052 | $3,236+25.2% | $5,202-22.1% | $3,740+8.3% |
| Admin fee / account holder | $17,155 | $6,749+154.2% | $13,986+22.7% | $5,306+223.3% |