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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 | $292,838 | $77,638+277.2% | $156,551+87.1% | $62,881+365.7% |
| Participation rate | 69.4% | 71.2%-1.8pp | 84.0%-14.7pp | 69.3%+0.1pp |
| Annual return | 9.20% | 50.33%-41.1pp | 32.23%-23.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $7,253 | $3,444+110.6% | $5,501+31.9% | $2,281+218.0% |
| Participant deferral / active EE | $4,037 | $3,046+32.6% | $4,871-17.1% | $3,203+26.1% |
| Admin fee / account holder | $973 | $5,561-82.5% | $13,028-92.5% | $4,296-77.3% |