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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 | $474,285 | $88,996+432.9% | $78,004+508.0% | $138,895+241.5% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 17.30% | 28.03%-10.7pp | 31.07%-13.8pp | 145.39%-128.1pp |
| Employer contribution / active EE | $569 | $2,917-80.5% | $2,469-76.9% | $4,194-86.4% |
| Participant deferral / active EE | $7,859 | $4,724+66.4% | $4,092+92.1% | $6,396+22.9% |
| Admin fee / account holder | $23,174 | $8,807+163.1% | $7,578+205.8% | $12,562+84.5% |