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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 | $469,928 | $102,938+356.5% | $94,105+399.4% | $138,895+238.3% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 14.36% | 250.28%-235.9pp | 204.55%-190.2pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,020 | $2,732-62.7% | $2,504-59.3% | $4,194-75.7% |
| Participant deferral / active EE | $6,025 | $4,196+43.6% | $3,881+55.3% | $6,396-5.8% |
| Admin fee / account holder | $4,576 | $6,600-30.7% | $6,199-26.2% | $12,562-63.6% |