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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 | $250,550 | $123,750+102.5% | $69,611+259.9% | $145,877+71.8% |
| Participation rate | 64.3% | 69.2%-4.9pp | 66.4%-2.1pp | 80.3%-16.0pp |
| Annual return | 14.51% | 192.03%-177.5pp | 101.14%-86.6pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,822 | $2,672+5.6% | $1,709+65.2% | $4,663-39.5% |
| Participant deferral / active EE | $10,232 | $4,243+141.2% | $2,891+254.0% | $6,691+52.9% |
| Admin fee / account holder | $2,249 | $7,817-71.2% | $4,696-52.1% | $13,402-83.2% |