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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 | $303,211 | $97,125+212.2% | $86,233+251.6% | $137,256+120.9% |
| Participation rate | 58.3% | 74.2%-15.9pp | 69.0%-10.7pp | 80.0%-21.6pp |
| Annual return | 17.29% | 74.19%-56.9pp | 61.39%-44.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,496 | $2,841-12.1% | $2,504-0.3% | $4,156-39.9% |
| Participant deferral / active EE | $8,692 | $5,180+67.8% | $4,559+90.7% | $6,407+35.7% |
| Admin fee / account holder | $15,249 | $9,725+56.8% | $8,342+82.8% | $12,270+24.3% |