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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 | $477,194 | $182,442+161.6% | $163,379+192.1% | $138,895+243.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 14.03% | 72.74%-58.7pp | 63.41%-49.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,136 | $4,159-48.6% | $3,752-43.1% | $4,194-49.1% |
| Participant deferral / active EE | $6,878 | $6,817+0.9% | $6,282+9.5% | $6,396+7.5% |
| Admin fee / account holder | $14,379 | $10,396+38.3% | $9,818+46.5% | $12,562+14.5% |