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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 | $485,672 | $174,379+178.5% | $152,093+219.3% | $138,895+249.7% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 16.31% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,943 | $4,652-58.2% | $4,175-53.5% | $4,194-53.7% |
| Participant deferral / active EE | $7,386 | $6,159+19.9% | $5,451+35.5% | $6,396+15.5% |
| Admin fee / account holder | $8,014 | $16,880-52.5% | $14,497-44.7% | $12,562-36.2% |