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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 | $181,062+148.4% | $158,223+184.3% | $155,188+189.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 18.34% | 57.39%-39.1pp | 52.09%-33.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $4,247 | $4,565-7.0% | $4,109+3.4% | $4,2480% |
| Participant deferral / active EE | $9,049 | $6,134+47.5% | $5,467+65.5% | $6,531+38.6% |
| Admin fee / account holder | $21,113 | $18,825+12.2% | $16,047+31.6% | $14,480+45.8% |