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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 | $388,321 | $213,785+81.6% | $185,441+109.4% | $155,188+150.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 15.89% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $3,267 | $5,393-39.4% | $4,672-30.1% | $4,248-23.1% |
| Participant deferral / active EE | $14,250 | $6,864+107.6% | $6,152+131.6% | $6,531+118.2% |
| Admin fee / account holder | $1,486 | $21,134-93.0% | $17,890-91.7% | $14,480-89.7% |