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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 | $644,237 | $172,111+274.3% | $150,298+328.6% | $137,256+369.4% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 13.72% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,850 | $4,636-38.5% | $4,154-31.4% | $4,156-31.4% |
| Participant deferral / active EE | $7,314 | $6,166+18.6% | $5,453+34.1% | $6,407+14.2% |
| Admin fee / account holder | $13,446 | $16,471-18.4% | $14,116-4.7% | $12,270+9.6% |