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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 | $407,370 | $254,759+59.9% | $216,567+88.1% | $198,609+105.1% |
| Participation rate | 63.6% | 84.5%-20.9pp | 81.6%-18.0pp | 82.4%-18.7pp |
| Annual return | 9.39% | 10.04%-0.7pp | 12.94%-3.6pp | 202.70%-193.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,385 | $6,948+6.3% | $6,191+19.3% | $6,977+5.9% |
| Admin fee / account holder | $27,077 | $26,311+2.9% | $21,981+23.2% | $19,030+42.3% |