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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 | $512,898 | $162,136+216.3% | $152,301+236.8% | $154,746+231.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.18% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,240 | $4,890-74.6% | $4,624-73.2% | $4,379-71.7% |
| Participant deferral / active EE | $8,493 | $8,341+1.8% | $8,004+6.1% | $6,730+26.2% |
| Admin fee / account holder | $2,319 | $15,759-85.3% | $14,398-83.9% | $14,365-83.9% |