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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 | $282,062 | $124,425+126.7% | $112,040+151.8% | $137,256+105.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 11.62% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,769 | $3,411-18.8% | $2,954-6.3% | $4,156-33.4% |
| Participant deferral / active EE | $9,287 | $5,718+62.4% | $5,098+82.2% | $6,407+45.0% |
| Admin fee / account holder | $37,696 | $15,207+147.9% | $12,098+211.6% | $12,270+207.2% |