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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 | $480,203 | $135,956+253.2% | $123,894+287.6% | $273,972+75.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 10.52% | 56.63%-46.1pp | 47.52%-37.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $6,920 | $5,170+33.9% | $4,617+49.9% | $4,869+42.1% |
| Participant deferral / active EE | $2,880 | $6,343-54.6% | $5,984-51.9% | $5,287-45.5% |
| Admin fee / account holder | $55,466 | $9,817+465.0% | $8,357+563.7% | $10,133+447.4% |