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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 | $381,063 | $135,956+180.3% | $123,894+207.6% | $273,972+39.1% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 6.16% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $8,739 | $5,170+69.0% | $4,617+89.3% | $4,869+79.5% |
| Participant deferral / active EE | $8,772 | $6,343+38.3% | $5,984+46.6% | $5,287+65.9% |
| Admin fee / account holder | $17,845 | $9,817+81.8% | $8,357+113.5% | $10,133+76.1% |