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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 | $521,552 | $174,379+199.1% | $152,093+242.9% | $138,895+275.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 18.24% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.2pp |
| Employer contribution / active EE | $3,838 | $4,652-17.5% | $4,175-8.1% | $4,194-8.5% |
| Participant deferral / active EE | $13,625 | $6,159+121.2% | $5,451+149.9% | $6,396+113.0% |
| Admin fee / account holder | $2,888 | $16,880-82.9% | $14,497-80.1% | $12,562-77.0% |