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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 | $486,908 | $107,809+351.6% | $97,032+401.8% | $155,188+213.8% |
| Participation rate | 66.7% | 75.5%-8.8pp | 71.6%-4.9pp | 80.8%-14.1pp |
| Annual return | 18.19% | 38.06%-19.9pp | 35.38%-17.2pp | 148.84%-130.6pp |
| Employer contribution / active EE | $15,900 | $2,911+446.2% | $2,629+504.8% | $4,248+274.3% |
| Participant deferral / active EE | $14,249 | $5,129+177.8% | $4,672+205.0% | $6,531+118.2% |
| Admin fee / account holder | $2,956 | $10,717-72.4% | $9,418-68.6% | $14,480-79.6% |