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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 | $498,938 | $115,225+333.0% | $100,712+395.4% | $138,895+259.2% |
| Participation rate | 42.9% | 74.3%-31.5pp | 69.3%-26.4pp | 79.9%-37.1pp |
| Annual return | 11.00% | 40.35%-29.4pp | 33.27%-22.3pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,343 | $2,771-51.5% | $2,313-41.9% | $4,194-68.0% |
| Participant deferral / active EE | $9,541 | $4,699+103.0% | $4,085+133.6% | $6,396+49.2% |
| Admin fee / account holder | $7,422 | $10,844-31.6% | $9,256-19.8% | $12,562-40.9% |