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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 | $278,680 | $108,882+155.9% | $96,754+188.0% | $154,746+80.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 14.42% | 98.39%-84.0pp | 82.04%-67.6pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,135 | $3,018-29.3% | $2,679-20.3% | $4,379-51.3% |
| Participant deferral / active EE | $4,082 | $5,323-23.3% | $4,758-14.2% | $6,730-39.3% |
| Admin fee / account holder | $7,477 | $10,200-26.7% | $8,905-16.0% | $14,365-47.9% |