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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 | $360,417 | $110,212+227.0% | $96,534+273.4% | $139,466+158.4% |
| Participation rate | 63.2% | 78.1%-15.0pp | 76.0%-12.8pp | 80.3%-17.2pp |
| Annual return | 21.15% | 26.42%-5.3pp | 25.88%-4.7pp | 373.66%-352.5pp |
| Employer contribution / active EE | $894 | $3,620-75.3% | $2,965-69.8% | $4,754-81.2% |
| Participant deferral / active EE | $6,210 | $5,547+11.9% | $4,851+28.0% | $6,712-7.5% |
| Admin fee / account holder | $18,925 | $11,599+63.2% | $8,253+129.3% | $11,409+65.9% |