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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 | $213,785+29.9% | $185,441+49.7% | $155,188+78.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 80.3%-13.6pp | 80.8%-14.1pp |
| Annual return | 19.24% | 19.97%-0.7pp | 20.16%-0.9pp | 148.84%-129.6pp |
| Employer contribution / active EE | $2,798 | $5,393-48.1% | $4,672-40.1% | $4,248-34.1% |
| Participant deferral / active EE | $13,133 | $6,864+91.3% | $6,152+113.5% | $6,531+101.1% |
| Admin fee / account holder | $1,213 | $21,134-94.3% | $17,890-93.2% | $14,480-91.6% |