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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 | $298,990 | $117,895+153.6% | $102,460+191.8% | $145,897+104.9% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.40% | 31.92%-11.5pp | 29.47%-9.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $2,666 | $3,619-26.3% | $3,025-11.9% | $4,663-42.8% |
| Participant deferral / active EE | $7,519 | $5,736+31.1% | $5,056+48.7% | $6,689+12.4% |
| Admin fee / account holder | $5,743 | $13,353-57.0% | $9,460-39.3% | $13,390-57.1% |