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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 | $540,071 | $154,228+250.2% | $145,433+271.4% | $137,256+293.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 18.53% | 74.59%-56.1pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,271 | $4,804-11.1% | $4,554-6.2% | $4,156+2.8% |
| Participant deferral / active EE | $13,179 | $8,216+60.4% | $7,897+66.9% | $6,407+105.7% |
| Admin fee / account holder | $2,750 | $14,344-80.8% | $13,129-79.1% | $12,270-77.6% |