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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 | $516,440 | $153,769+235.9% | $133,975+285.5% | $273,972+88.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 11.62% | 36.51%-24.9pp | 29.29%-17.7pp | 41.46%-29.8pp |
| Employer contribution / active EE | $16,661 | $6,029+176.4% | $5,211+219.7% | $4,869+242.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17,951 | $11,765+52.6% | $9,324+92.5% | $10,133+77.2% |