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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 | $479,820 | $178,174+169.3% | $156,181+207.2% | $137,256+249.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 17.51% | 84.19%-66.7pp | 64.87%-47.4pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,443 | $4,972-30.7% | $4,294-19.8% | $4,156-17.1% |
| Participant deferral / active EE | $6,164 | $6,888-10.5% | $6,132+0.5% | $6,407-3.8% |
| Admin fee / account holder | $38,877 | $17,404+123.4% | $14,586+166.5% | $12,270+216.8% |