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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 | $254,926 | $94,766+169.0% | $112,923+125.8% | $139,487+82.8% |
| Participation rate | 69.2% | 81.3%-12.1pp | 80.5%-11.3pp | 80.3%-11.1pp |
| Annual return | 17.15% | 40.96%-23.8pp | 34.13%-17.0pp | 373.84%-356.7pp |
| Employer contribution / active EE | $2,462 | $4,636-46.9% | $4,570-46.1% | $4,755-48.2% |
| Participant deferral / active EE | $11,236 | $6,523+72.2% | $6,520+72.3% | $6,713+67.4% |
| Admin fee / account holder | $1,517 | $8,529-82.2% | $7,046-78.5% | $11,407-86.7% |