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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 | $295,309 | $176,838+67.0% | $146,685+101.3% | $167,518+76.3% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 10.93% | 24.04%-13.1pp | 22.75%-11.8pp | 478.71%-467.8pp |
| Employer contribution / active EE | $3,950 | $5,161-23.5% | $4,137-4.5% | $4,838-18.4% |
| Participant deferral / active EE | $3,950 | $6,441-38.7% | $5,507-28.3% | $6,342-37.7% |
| Admin fee / account holder | $48,657 | $13,262+266.9% | $10,281+373.3% | $12,312+295.2% |