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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 | $408,497 | $135,956+200.5% | $123,894+229.7% | $273,972+49.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 12.73% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $3,343 | $5,170-35.3% | $4,617-27.6% | $4,869-31.3% |
| Participant deferral / active EE | $9,311 | $6,343+46.8% | $5,984+55.6% | $5,287+76.1% |
| Admin fee / account holder | $32,124 | $9,817+227.2% | $8,357+284.4% | $10,133+217.0% |