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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 | $512,837 | $174,379+194.1% | $152,093+237.2% | $138,895+269.2% |
| Participation rate | 38.5% | 81.6%-43.2pp | 77.8%-39.3pp | 79.9%-41.5pp |
| Annual return | 18.80% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,257 | $4,652-51.5% | $4,175-45.9% | $4,194-46.2% |
| Participant deferral / active EE | $8,530 | $6,159+38.5% | $5,451+56.5% | $6,396+33.4% |
| Admin fee / account holder | $5,492 | $16,880-67.5% | $14,497-62.1% | $12,562-56.3% |