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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 | $286,450 | $88,996+221.9% | $78,004+267.2% | $138,895+106.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 21.57% | 28.03%-6.5pp | 31.07%-9.5pp | 145.39%-123.8pp |
| Employer contribution / active EE | $21,461 | $2,917+635.7% | $2,469+769.3% | $4,194+411.7% |
| Participant deferral / active EE | $11,636 | $4,724+146.3% | $4,092+184.4% | $6,396+81.9% |
| Admin fee / account holder | $1,707 | $8,807-80.6% | $7,578-77.5% | $12,562-86.4% |