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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 | $156,398+227.9% | $147,318+248.2% | $138,895+269.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.18% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,240 | $4,853-74.4% | $4,593-73.0% | $4,194-70.4% |
| Participant deferral / active EE | $8,493 | $8,237+3.1% | $7,906+7.4% | $6,396+32.8% |
| Admin fee / account holder | $2,319 | $14,976-84.5% | $13,708-83.1% | $12,562-81.5% |