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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 | $451,185 | $110,212+309.4% | $96,534+367.4% | $139,466+223.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 18.31% | 26.42%-8.1pp | 25.88%-7.6pp | 373.66%-355.4pp |
| Employer contribution / active EE | $3,000 | $3,620-17.1% | $2,965+1.2% | $4,754-36.9% |
| Participant deferral / active EE | $8,272 | $5,547+49.1% | $4,851+70.5% | $6,712+23.2% |
| Admin fee / account holder | $9,840 | $11,599-15.2% | $8,253+19.2% | $11,409-13.7% |