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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 | $284,394 | $110,379+157.7% | $102,412+177.7% | $145,884+94.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.50% | 24.84%-14.3pp | 24.94%-14.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $4,212 | $4,216-0.1% | $3,870+8.8% | $4,662-9.7% |
| Participant deferral / active EE | $9,412 | $5,622+67.4% | $5,060+86.0% | $6,690+40.7% |
| Admin fee / account holder | $808 | $9,745-91.7% | $8,388-90.4% | $13,392-94.0% |