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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 | $427,226 | $199,109+114.6% | $173,730+145.9% | $154,746+176.1% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 15.94% | 20.02%-4.1pp | 19.96%-4.0pp | 172.34%-156.4pp |
| Employer contribution / active EE | $5,403 | $5,311+1.7% | $4,577+18.0% | $4,379+23.4% |
| Participant deferral / active EE | $14,096 | $7,113+98.2% | $6,326+122.8% | $6,730+109.4% |
| Admin fee / account holder | $40,636 | $20,916+94.3% | $17,523+131.9% | $14,365+182.9% |