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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 | $271,795 | $61,125+344.7% | $94,057+189.0% | $87,485+210.7% |
| Participation rate | 68.0% | 64.1%+3.9pp | 73.3%-5.3pp | 68.9%-0.9pp |
| Annual return | 16.30% | 35.20%-18.9pp | 480.62%-464.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $2,041 | $2,136-4.5% | $2,933-30.4% | $2,596-21.4% |
| Participant deferral / active EE | $6,694 | $3,260+105.3% | $4,709+42.1% | $4,274+56.6% |
| Admin fee / account holder | $32,997 | $5,629+486.2% | $7,244+355.5% | $7,775+324.4% |