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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 | $525,204 | $251,004+109.2% | $191,597+174.1% | $138,895+278.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 76.9%-10.3pp | 79.9%-13.3pp |
| Annual return | 14.89% | 31.05%-16.2pp | 27.07%-12.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,219 | $6,226-64.4% | $5,025-55.8% | $4,194-47.1% |
| Participant deferral / active EE | $20,516 | $8,154+151.6% | $6,850+199.5% | $6,396+220.8% |
| Admin fee / account holder | $3,741 | $31,471-88.1% | $22,799-83.6% | $12,562-70.2% |