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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 | $486,592 | $199,109+144.4% | $173,730+180.1% | $154,746+214.4% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 14.87% | 20.02%-5.1pp | 19.96%-5.1pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,243 | $5,311-38.9% | $4,577-29.1% | $4,379-25.9% |
| Participant deferral / active EE | $6,447 | $7,113-9.4% | $6,326+1.9% | $6,730-4.2% |
| Admin fee / account holder | $2,963 | $20,916-85.8% | $17,523-83.1% | $14,365-79.4% |