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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 | $255,076 | $110,337+131.2% | $102,383+149.1% | $145,877+74.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 11.47% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $19,099 | $4,216+353.0% | $3,870+393.5% | $4,663+309.6% |
| Participant deferral / active EE | $20,333 | $5,621+261.8% | $5,060+301.9% | $6,691+203.9% |
| Admin fee / account holder | $2,032 | $9,750-79.2% | $8,391-75.8% | $13,402-84.8% |