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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 | $472,862 | $138,312+241.9% | $122,979+284.5% | $155,188+204.7% |
| Participation rate | 53.3% | 80.2%-26.9pp | 77.2%-23.9pp | 80.8%-27.5pp |
| Annual return | 14.34% | 22.06%-7.7pp | 20.12%-5.8pp | 148.84%-134.5pp |
| Employer contribution / active EE | $4,359 | $3,530+23.5% | $3,062+42.3% | $4,248+2.6% |
| Participant deferral / active EE | $7,788 | $5,592+39.3% | $5,003+55.7% | $6,531+19.2% |
| Admin fee / account holder | $11,936 | $15,089-20.9% | $12,864-7.2% | $14,480-17.6% |