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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 | $456,155 | $114,013+300.1% | $103,693+339.9% | $155,188+193.9% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 19.10% | 49.31%-30.2pp | 47.61%-28.5pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,318 | $3,131+6.0% | $2,920+13.6% | $4,248-21.9% |
| Participant deferral / active EE | $7,008 | $4,970+41.0% | $4,579+53.0% | $6,531+7.3% |
| Admin fee / account holder | $2,409 | $8,407-71.3% | $7,858-69.3% | $14,480-83.4% |