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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 | $498,231 | $184,014+170.8% | $161,149+209.2% | $138,895+258.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.8%-12.2pp | 79.9%-13.3pp |
| Annual return | 13.01% | 21.52%-8.5pp | 21.16%-8.1pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,738 | $5,055-65.6% | $4,360-60.1% | $4,194-58.6% |
| Participant deferral / active EE | $2,590 | $6,909-62.5% | $6,153-57.9% | $6,396-59.5% |
| Admin fee / account holder | $6,009 | $18,027-66.7% | $15,194-60.5% | $12,562-52.2% |