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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 | $329,041 | $228,395+44.1% | $185,861+77.0% | $158,982+107.0% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 11.02% | 40.82%-29.8pp | 35.96%-24.9pp | 302.99%-292.0pp |
| Employer contribution / active EE | $4,540 | $4,968-8.6% | $4,088+11.1% | $4,763-4.7% |
| Participant deferral / active EE | $12,560 | $6,417+95.7% | $5,634+122.9% | $5,983+109.9% |
| Admin fee / account holder | $3,141 | $11,869-73.5% | $9,503-66.9% | $11,252-72.1% |