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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 | $504,548 | $209,336+141.0% | $197,124+156.0% | $137,256+267.6% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 13.54% | 48.09%-34.6pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,790 | $6,591-57.7% | $6,227-55.2% | $4,156-32.9% |
| Participant deferral / active EE | $11,000 | $9,614+14.4% | $9,135+20.4% | $6,407+71.7% |
| Admin fee / account holder | $21,186 | $17,308+22.4% | $16,298+30.0% | $12,270+72.7% |