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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 | $275,153 | $111,814+146.1% | $103,378+166.2% | $145,978+88.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 13.76% | 24.80%-11.0pp | 24.91%-11.1pp | 550.52%-536.8pp |
| Employer contribution / active EE | $4,697 | $4,215+11.4% | $3,870+21.3% | $4,662+0.7% |
| Participant deferral / active EE | $16,589 | $5,618+195.3% | $5,058+228.0% | $6,690+148.0% |
| Admin fee / account holder | $631 | $9,764-93.5% | $8,401-92.5% | $13,400-95.3% |