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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 | $286,886 | $117,846+143.4% | $102,434+180.1% | $145,884+96.7% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.93% | 31.90%-18.0pp | 29.46%-15.5pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,211 | $3,615-66.5% | $3,023-59.9% | $4,662-74.0% |
| Participant deferral / active EE | $6,798 | $5,733+18.6% | $5,055+34.5% | $6,690+1.6% |
| Admin fee / account holder | $17,186 | $13,356+28.7% | $9,462+81.6% | $13,392+28.3% |