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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 | $492,178 | $182,442+169.8% | $163,379+201.2% | $138,895+254.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 15.36% | 72.74%-57.4pp | 63.41%-48.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,206 | $4,159-22.9% | $3,752-14.6% | $4,194-23.6% |
| Participant deferral / active EE | $7,246 | $6,817+6.3% | $6,282+15.4% | $6,396+13.3% |
| Admin fee / account holder | $14,413 | $10,396+38.6% | $9,818+46.8% | $12,562+14.7% |