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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 | $496,793 | $100,970+392.0% | $96,576+414.4% | $137,256+261.9% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 16.27% | 38.16%-21.9pp | 38.47%-22.2pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,188 | $3,809-16.3% | $3,553-10.3% | $4,156-23.3% |
| Participant deferral / active EE | $8,770 | $8,286+5.8% | $7,956+10.2% | $6,407+36.9% |
| Admin fee / account holder | $6,191 | $11,312-45.3% | $11,381-45.6% | $12,270-49.5% |