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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 | $213,785+90.6% | $185,441+119.7% | $155,188+162.5% |
| Participation rate | 63.6% | 83.2%-19.6pp | 80.3%-16.6pp | 80.8%-17.2pp |
| Annual return | 9.39% | 19.97%-10.6pp | 20.16%-10.8pp | 148.84%-139.4pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,385 | $6,864+7.6% | $6,152+20.1% | $6,531+13.1% |
| Admin fee / account holder | $27,077 | $21,134+28.1% | $17,890+51.4% | $14,480+87.0% |