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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 | $419,612 | $136,860+206.6% | $120,344+248.7% | $154,746+171.2% |
| Participation rate | 60.0% | 79.9%-19.9pp | 76.7%-16.7pp | 80.7%-20.7pp |
| Annual return | 17.16% | 21.38%-4.2pp | 20.30%-3.1pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,040 | $3,533-42.3% | $3,020-32.5% | $4,379-53.4% |
| Participant deferral / active EE | $11,652 | $5,793+101.1% | $5,135+126.9% | $6,730+73.1% |
| Admin fee / account holder | $1,868 | $15,393-87.9% | $12,742-85.3% | $14,365-87.0% |