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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 | $272,258 | $114,119+138.6% | $107,187+154.0% | $138,895+96.0% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 79.9%-14.9pp |
| Annual return | 16.80% | 273.21%-256.4pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,497 | $4,059-38.5% | $3,782-34.0% | $4,194-40.5% |
| Participant deferral / active EE | $9,031 | $5,538+63.1% | $5,096+77.2% | $6,396+41.2% |
| Admin fee / account holder | $947 | $10,024-90.6% | $9,162-89.7% | $12,562-92.5% |