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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 | $117,846+137.4% | $102,434+173.1% | $145,884+91.8% |
| Participation rate | 58.3% | 78.6%-20.3pp | 76.5%-18.2pp | 80.3%-22.0pp |
| Annual return | 23.46% | 31.90%-8.4pp | 29.46%-6.0pp | 551.85%-528.4pp |
| Employer contribution / active EE | $4,077 | $3,615+12.8% | $3,023+34.9% | $4,662-12.6% |
| Participant deferral / active EE | $8,165 | $5,733+42.4% | $5,055+61.5% | $6,690+22.1% |
| Admin fee / account holder | $22,159 | $13,356+65.9% | $9,462+134.2% | $13,392+65.5% |