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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 | $407,370 | $199,109+104.6% | $173,730+134.5% | $154,746+163.3% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.6%-15.9pp | 80.7%-17.1pp |
| Annual return | 9.39% | 20.02%-10.6pp | 19.96%-10.6pp | 172.34%-162.9pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,385 | $7,113+3.8% | $6,326+16.7% | $6,730+9.7% |
| Admin fee / account holder | $27,077 | $20,916+29.5% | $17,523+54.5% | $14,365+88.5% |