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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 | $266,448 | $162,812+63.7% | $133,971+98.9% | $158,966+67.6% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | 23.24% | 41.94%-18.7pp | 45.09%-21.9pp | 302.95%-279.7pp |
| Employer contribution / active EE | $3,418 | $4,976-31.3% | $3,919-12.8% | $4,762-28.2% |
| Participant deferral / active EE | $5,742 | $5,910-2.8% | $5,047+13.8% | $5,983-4.0% |
| Admin fee / account holder | $14,578 | $11,741+24.2% | $8,929+63.3% | $11,250+29.6% |