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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 | $178,174+173.1% | $156,181+211.6% | $137,256+254.5% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 14.87% | 84.19%-69.3pp | 64.87%-50.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,243 | $4,972-34.8% | $4,294-24.5% | $4,156-22.0% |
| Participant deferral / active EE | $6,447 | $6,888-6.4% | $6,132+5.1% | $6,407+0.6% |
| Admin fee / account holder | $2,963 | $17,404-83.0% | $14,586-79.7% | $12,270-75.9% |