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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 | $251,806 | $114,119+120.7% | $107,187+134.9% | $138,895+81.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 11.85% | 273.21%-261.4pp | 204.55%-192.7pp | 145.39%-133.5pp |
| Employer contribution / active EE | $3,875 | $4,059-4.5% | $3,782+2.5% | $4,194-7.6% |
| Participant deferral / active EE | $8,939 | $5,538+61.4% | $5,096+75.4% | $6,396+39.8% |
| Admin fee / account holder | $2,974 | $10,024-70.3% | $9,162-67.5% | $12,562-76.3% |