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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 | $359,460 | $97,289+269.5% | $92,805+287.3% | $155,188+131.6% |
| Participation rate | 60.0% | 84.2%-24.2pp | 83.5%-23.5pp | 80.8%-20.8pp |
| Annual return | 16.37% | 29.03%-12.7pp | 31.59%-15.2pp | 148.84%-132.5pp |
| Employer contribution / active EE | $9,707 | $3,632+167.3% | $3,424+183.5% | $4,248+128.5% |
| Participant deferral / active EE | $17,289 | $8,795+96.6% | $8,448+104.7% | $6,531+164.7% |
| Admin fee / account holder | $472 | $12,015-96.1% | $10,911-95.7% | $14,480-96.7% |