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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 | $374,601 | $111,814+235.0% | $103,374+262.4% | $145,959+156.6% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 21.08% | 24.77%-3.7pp | 24.89%-3.8pp | 561.95%-540.9pp |
| Employer contribution / active EE | $6,423 | $4,214+52.4% | $3,869+66.0% | $4,661+37.8% |
| Participant deferral / active EE | $9,649 | $5,618+71.7% | $5,058+90.8% | $6,689+44.3% |
| Admin fee / account holder | $20,717 | $9,754+112.4% | $8,394+146.8% | $13,398+54.6% |