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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 | $292,458 | $110,410+164.9% | $102,437+185.5% | $145,897+100.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 15.01% | 24.85%-9.8pp | 24.95%-9.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,392 | $4,217-43.3% | $3,871-38.2% | $4,663-48.7% |
| Participant deferral / active EE | $10,601 | $5,622+88.6% | $5,060+109.5% | $6,689+58.5% |
| Admin fee / account holder | $8,447 | $9,745-13.3% | $8,388+0.7% | $13,390-36.9% |