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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 | $271,477 | $110,410+145.9% | $102,437+165.0% | $145,897+86.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.93% | 24.85%-11.9pp | 24.95%-12.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,484 | $4,217-17.4% | $3,871-10.0% | $4,663-25.3% |
| Participant deferral / active EE | $9,621 | $5,622+71.1% | $5,060+90.1% | $6,689+43.8% |
| Admin fee / account holder | $2,706 | $9,745-72.2% | $8,388-67.7% | $13,390-79.8% |