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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 | $293,424 | $184,014+59.5% | $161,149+82.1% | $138,895+111.3% |
| Participation rate | 33.3% | 82.1%-48.7pp | 78.8%-45.5pp | 79.9%-46.6pp |
| Annual return | 13.70% | 21.52%-7.8pp | 21.16%-7.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $5,105 | $5,055+1.0% | $4,360+17.1% | $4,194+21.7% |
| Participant deferral / active EE | $12,770 | $6,909+84.8% | $6,153+107.5% | $6,396+99.6% |
| Admin fee / account holder | $11,406 | $18,027-36.7% | $15,194-24.9% | $12,562-9.2% |