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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 | $458,957 | $155,555+195.0% | $146,866+212.5% | $155,188+195.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 16.76% | 115.41%-98.7pp | 102.85%-86.1pp | 148.84%-132.1pp |
| Employer contribution / active EE | $2,985 | $4,647-35.8% | $4,425-32.5% | $4,248-29.7% |
| Participant deferral / active EE | $15,407 | $8,044+91.5% | $7,759+98.6% | $6,531+135.9% |
| Admin fee / account holder | $19,282 | $14,755+30.7% | $13,620+41.6% | $14,480+33.2% |