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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 | $321,432 | $127,387+152.3% | $115,038+179.4% | $125,389+156.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -1.30% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $6,966 | $5,166+34.8% | $4,608+51.2% | $4,866+43.2% |
| Participant deferral / active EE | $14,272 | $6,423+122.2% | $6,026+136.8% | $5,352+166.7% |
| Admin fee / account holder | $10,025 | $9,516+5.3% | $8,175+22.6% | $9,541+5.1% |