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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 | $424,849 | $94,439+349.9% | $73,658+476.8% | $154,746+174.5% |
| Participation rate | 66.7% | 64.7%+2.0pp | 57.0%+9.6pp | 80.7%-14.0pp |
| Annual return | 16.65% | 28.25%-11.6pp | 29.72%-13.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,141 | $1,257-9.2% | $1,032+10.6% | $4,379-73.9% |
| Participant deferral / active EE | $10,333 | $2,527+308.9% | $2,062+401.2% | $6,730+53.5% |
| Admin fee / account holder | $4,427 | $3,843+15.2% | $3,357+31.9% | $14,365-69.2% |