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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 | $213,785+37.3% | $185,441+58.2% | $155,188+89.1% |
| Participation rate | 33.3% | 83.2%-49.9pp | 80.3%-46.9pp | 80.8%-47.5pp |
| Annual return | 13.70% | 19.97%-6.3pp | 20.16%-6.5pp | 148.84%-135.1pp |
| Employer contribution / active EE | $5,105 | $5,393-5.3% | $4,672+9.3% | $4,248+20.2% |
| Participant deferral / active EE | $12,770 | $6,864+86.0% | $6,152+107.6% | $6,531+95.5% |
| Admin fee / account holder | $11,406 | $21,134-46.0% | $17,890-36.2% | $14,480-21.2% |