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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 | $387,609 | $199,109+94.7% | $173,730+123.1% | $154,746+150.5% |
| Participation rate | 61.9% | 82.8%-20.9pp | 79.6%-17.7pp | 80.7%-18.8pp |
| Annual return | 21.70% | 20.02%+1.7pp | 19.96%+1.7pp | 172.34%-150.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,371 | $7,113+17.7% | $6,326+32.3% | $6,730+24.4% |
| Admin fee / account holder | $6,195 | $20,916-70.4% | $17,523-64.6% | $14,365-56.9% |