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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 | $358,921 | $94,436+280.1% | $115,599+210.5% | $82,637+334.3% |
| Participation rate | 65.0% | 70.4%-5.4pp | 74.3%-9.3pp | 68.1%-3.1pp |
| Annual return | 19.51% | 18.37%+1.1pp | 111.10%-91.6pp | 53.51%-34.0pp |
| Employer contribution / active EE | $3,195 | $2,324+37.5% | $2,955+8.1% | $2,552+25.2% |
| Participant deferral / active EE | $5,733 | $3,955+45.0% | $4,889+17.3% | $4,126+38.9% |
| Admin fee / account holder | $2,446 | $10,328-76.3% | $12,841-81.0% | $7,339-66.7% |