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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 | $314,146 | $185,312+69.5% | $161,489+94.5% | $154,746+103.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 10.59% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $13,729 | $4,769+187.9% | $4,268+221.7% | $4,379+213.5% |
| Participant deferral / active EE | $14,217 | $6,350+123.9% | $5,630+152.5% | $6,730+111.2% |
| Admin fee / account holder | $6,003 | $18,654-67.8% | $16,006-62.5% | $14,365-58.2% |