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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 | $308,907 | $110,337+180.0% | $102,383+201.7% | $145,877+111.8% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 20.35% | 24.83%-4.5pp | 24.94%-4.6pp | 551.28%-530.9pp |
| Employer contribution / active EE | $6,579 | $4,216+56.1% | $3,870+70.0% | $4,663+41.1% |
| Participant deferral / active EE | $6,886 | $5,621+22.5% | $5,060+36.1% | $6,691+2.9% |
| Admin fee / account holder | $37,069 | $9,750+280.2% | $8,391+341.8% | $13,402+176.6% |