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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 | $495,951 | $154,228+221.6% | $145,433+241.0% | $137,256+261.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.87% | 74.59%-59.7pp | 66.58%-51.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,640 | $4,804-45.0% | $4,554-42.0% | $4,156-36.5% |
| Participant deferral / active EE | $4,414 | $8,216-46.3% | $7,897-44.1% | $6,407-31.1% |
| Admin fee / account holder | $7,049 | $14,344-50.9% | $13,129-46.3% | $12,270-42.6% |