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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 | $265,866 | $157,304+69.0% | $141,197+88.3% | $152,909+73.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 27.64% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $7,106 | $5,263+35.0% | $4,736+50.0% | $4,764+49.2% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $5,238 | $12,126-56.8% | $10,265-49.0% | $11,601-54.8% |