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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 | $265,469 | $201,370+31.8% | $184,256+44.1% | $145,897+82.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.21% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,936 | $7,024-72.4% | $6,427-69.9% | $4,663-58.5% |
| Participant deferral / active EE | $9,754 | $9,808-0.6% | $9,133+6.8% | $6,689+45.8% |
| Admin fee / account holder | $1,127 | $16,364-93.1% | $13,899-91.9% | $13,390-91.6% |