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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 | $398,411 | $185,312+115.0% | $161,489+146.7% | $154,746+157.5% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 11.28% | 103.84%-92.6pp | 89.72%-78.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,064 | $4,769-77.7% | $4,268-75.1% | $4,379-75.7% |
| Participant deferral / active EE | $6,181 | $6,350-2.7% | $5,630+9.8% | $6,730-8.2% |
| Admin fee / account holder | $716 | $18,654-96.2% | $16,006-95.5% | $14,365-95.0% |