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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 | $279,860 | $114,119+145.2% | $107,187+161.1% | $138,895+101.5% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 19.12% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,319 | $4,059-42.9% | $3,782-38.7% | $4,194-44.7% |
| Participant deferral / active EE | $6,529 | $5,538+17.9% | $5,096+28.1% | $6,396+2.1% |
| Admin fee / account holder | $3,509 | $10,024-65.0% | $9,162-61.7% | $12,562-72.1% |