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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 | $418,161 | $211,239+98.0% | $178,528+134.2% | $145,877+186.7% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.48% | 30.22%-20.7pp | 27.11%-17.6pp | 551.28%-541.8pp |
| Employer contribution / active EE | $3,352 | $4,570-26.7% | $3,950-15.1% | $4,663-28.1% |
| Participant deferral / active EE | $4,819 | $6,963-30.8% | $6,278-23.2% | $6,691-28.0% |
| Admin fee / account holder | $5,415 | $12,095-55.2% | $10,419-48.0% | $13,402-59.6% |