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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 | $316,441 | $141,004+124.4% | $112,273+181.8% | $139,466+126.9% |
| Participation rate | 60.0% | 79.2%-19.2pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.42% | 32.75%-20.3pp | 30.23%-17.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $2,009 | $4,285-53.1% | $3,431-41.4% | $4,754-57.7% |
| Participant deferral / active EE | $9,802 | $5,878+66.8% | $4,800+104.2% | $6,712+46.0% |
| Admin fee / account holder | $2,090 | $9,959-79.0% | $7,752-73.0% | $11,409-81.7% |