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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 | $449,823 | $172,111+161.4% | $150,298+199.3% | $137,256+227.7% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 18.34% | 69.37%-51.0pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,247 | $4,636-8.4% | $4,154+2.2% | $4,156+2.2% |
| Participant deferral / active EE | $9,049 | $6,166+46.8% | $5,453+66.0% | $6,407+41.2% |
| Admin fee / account holder | $21,113 | $16,471+28.2% | $14,116+49.6% | $12,270+72.1% |