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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 | $301,815 | $124,425+142.6% | $112,040+169.4% | $137,256+119.9% |
| Participation rate | 64.7% | 79.3%-14.6pp | 76.5%-11.8pp | 80.0%-15.3pp |
| Annual return | 18.42% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,373 | $3,411+28.2% | $2,954+48.0% | $4,156+5.2% |
| Participant deferral / active EE | $6,641 | $5,718+16.1% | $5,098+30.3% | $6,407+3.7% |
| Admin fee / account holder | $2,948 | $15,207-80.6% | $12,098-75.6% | $12,270-76.0% |