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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 | $302,359 | $102,938+193.7% | $94,105+221.3% | $138,895+117.7% |
| Participation rate | 68.4% | 74.6%-6.2pp | 71.9%-3.5pp | 79.9%-11.5pp |
| Annual return | 16.98% | 250.28%-233.3pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,014 | $2,732-26.3% | $2,504-19.6% | $4,194-52.0% |
| Participant deferral / active EE | $9,625 | $4,196+129.4% | $3,881+148.0% | $6,396+50.5% |
| Admin fee / account holder | $1,596 | $6,600-75.8% | $6,199-74.3% | $12,562-87.3% |