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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 | $178,174+139.8% | $156,181+173.5% | $137,256+211.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 15.94% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $5,403 | $4,972+8.7% | $4,294+25.8% | $4,156+30.0% |
| Participant deferral / active EE | $14,096 | $6,888+104.7% | $6,132+129.9% | $6,407+120.0% |
| Admin fee / account holder | $40,636 | $17,404+133.5% | $14,586+178.6% | $12,270+231.2% |