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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 | $279,746 | $117,859+137.4% | $102,438+173.1% | $145,959+91.7% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 23.46% | 31.72%-8.3pp | 29.37%-5.9pp | 561.95%-538.5pp |
| Employer contribution / active EE | $4,077 | $3,615+12.8% | $3,024+34.8% | $4,661-12.5% |
| Participant deferral / active EE | $8,165 | $5,732+42.4% | $5,054+61.6% | $6,689+22.1% |
| Admin fee / account holder | $22,159 | $13,318+66.4% | $9,448+134.5% | $13,398+65.4% |