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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 | $330,315 | $211,224+56.4% | $178,505+85.0% | $145,897+126.4% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 20.26% | 30.28%-10.0pp | 27.16%-6.9pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,126 | $4,577-53.6% | $3,955-46.3% | $4,663-54.4% |
| Participant deferral / active EE | $4,630 | $6,966-33.5% | $6,280-26.3% | $6,689-30.8% |
| Admin fee / account holder | $2,517 | $12,109-79.2% | $10,428-75.9% | $13,390-81.2% |