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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 | $289,955 | $117,904+145.9% | $102,457+183.0% | $145,978+98.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.66% | 31.80%-19.1pp | 29.41%-16.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $4,923 | $3,613+36.2% | $3,022+62.9% | $4,662+5.6% |
| Participant deferral / active EE | $6,561 | $5,733+14.4% | $5,054+29.8% | $6,690-1.9% |
| Admin fee / account holder | $3,373 | $13,329-74.7% | $9,451-64.3% | $13,400-74.8% |