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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 | $345,616 | $201,372+71.6% | $184,260+87.6% | $145,884+136.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.27% | 29.04%-10.8pp | 28.84%-10.6pp | 551.85%-533.6pp |
| Employer contribution / active EE | $17,598 | $7,024+150.6% | $6,427+173.8% | $4,662+277.4% |
| Participant deferral / active EE | $18,213 | $9,808+85.7% | $9,133+99.4% | $6,690+172.3% |
| Admin fee / account holder | $3,700 | $16,362-77.4% | $13,898-73.4% | $13,392-72.4% |