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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 | $428,551 | $185,312+131.3% | $161,489+165.4% | $154,746+176.9% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 12.65% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $2,513 | $4,769-47.3% | $4,268-41.1% | $4,379-42.6% |
| Participant deferral / active EE | $10,658 | $6,350+67.8% | $5,630+89.3% | $6,730+58.4% |
| Admin fee / account holder | $13,831 | $18,654-25.9% | $16,006-13.6% | $14,365-3.7% |