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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 | $260,956 | $111,814+133.4% | $103,378+152.4% | $145,978+78.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 16.93% | 24.80%-7.9pp | 24.91%-8.0pp | 550.52%-533.6pp |
| Employer contribution / active EE | $3,241 | $4,215-23.1% | $3,870-16.2% | $4,662-30.5% |
| Participant deferral / active EE | $7,375 | $5,618+31.3% | $5,058+45.8% | $6,690+10.3% |
| Admin fee / account holder | $4,081 | $9,764-58.2% | $8,401-51.4% | $13,400-69.5% |