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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 | $335,374 | $162,812+106.0% | $133,971+150.3% | $158,966+111.0% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 18.65% | 41.94%-23.3pp | 45.09%-26.4pp | 302.95%-284.3pp |
| Employer contribution / active EE | $7,139 | $4,976+43.5% | $3,919+82.2% | $4,762+49.9% |
| Participant deferral / active EE | $6,662 | $5,910+12.7% | $5,047+32.0% | $5,983+11.3% |
| Admin fee / account holder | $10,665 | $11,741-9.2% | $8,929+19.4% | $11,250-5.2% |