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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 | $281,301 | $91,037+209.0% | $71,671+292.5% | $147,586+90.6% |
| Participation rate | 60.0% | 76.1%-16.1pp | 68.7%-8.7pp | 82.8%-22.8pp |
| Annual return | 15.87% | 20.48%-4.6pp | 20.65%-4.8pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,382 | $3,327-28.4% | $2,460-3.2% | $4,876-51.2% |
| Participant deferral / active EE | $5,077 | $4,498+12.9% | $3,438+47.7% | $5,439-6.6% |
| Admin fee / account holder | $2,003 | $8,613-76.7% | $5,558-64.0% | $10,886-81.6% |