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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 | $474,342 | $99,053+378.9% | $88,179+437.9% | $138,895+241.5% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.1%-23.7pp | 79.9%-34.5pp |
| Annual return | 17.52% | 78.17%-60.6pp | 64.97%-47.4pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,431 | $2,882+19.0% | $2,549+34.6% | $4,194-18.2% |
| Participant deferral / active EE | $10,085 | $5,225+93.0% | $4,614+118.6% | $6,396+57.7% |
| Admin fee / account holder | $1,486 | $8,748-83.0% | $7,673-80.6% | $12,562-88.2% |