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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 | $315,174 | $99,053+218.2% | $88,179+257.4% | $138,895+126.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 15.72% | 78.17%-62.4pp | 64.97%-49.2pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,724 | $2,882-5.5% | $2,549+6.9% | $4,194-35.0% |
| Participant deferral / active EE | $11,101 | $5,225+112.4% | $4,614+140.6% | $6,396+73.6% |
| Admin fee / account holder | $321 | $8,748-96.3% | $7,673-95.8% | $12,562-97.4% |