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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 | $299,392 | $97,078+208.4% | $103,065+190.5% | $145,897+105.2% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.6%-11.3pp | 80.3%-11.1pp |
| Annual return | 10.86% | 25.49%-14.6pp | 23.95%-13.1pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,546 | $4,680-45.6% | $4,675-45.5% | $4,663-45.4% |
| Participant deferral / active EE | $11,647 | $6,601+76.4% | $6,625+75.8% | $6,689+74.1% |
| Admin fee / account holder | $2,640 | $12,505-78.9% | $9,349-71.8% | $13,390-80.3% |