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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 | $277,657 | $184,014+50.9% | $161,149+72.3% | $138,895+99.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 19.24% | 21.52%-2.3pp | 21.16%-1.9pp | 145.39%-126.2pp |
| Employer contribution / active EE | $2,798 | $5,055-44.7% | $4,360-35.8% | $4,194-33.3% |
| Participant deferral / active EE | $13,133 | $6,909+90.1% | $6,153+113.4% | $6,396+105.3% |
| Admin fee / account holder | $1,213 | $18,027-93.3% | $15,194-92.0% | $12,562-90.3% |