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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 | $254,032 | $232,540+9.2% | $185,117+37.2% | $147,586+72.1% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 11.86% | 43.03%-31.2pp | 40.50%-28.6pp | 578.59%-566.7pp |
| Employer contribution / active EE | $960 | $5,195-81.5% | $4,182-77.0% | $4,876-80.3% |
| Participant deferral / active EE | $7,600 | $5,834+30.3% | $5,045+50.6% | $5,439+39.7% |
| Admin fee / account holder | $2,750 | $10,275-73.2% | $8,159-66.3% | $10,886-74.7% |