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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 | $184,014+160.8% | $161,149+197.7% | $138,895+245.5% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 17.51% | 21.52%-4.0pp | 21.16%-3.6pp | 145.39%-127.9pp |
| Employer contribution / active EE | $3,443 | $5,055-31.9% | $4,360-21.0% | $4,194-17.9% |
| Participant deferral / active EE | $6,164 | $6,909-10.8% | $6,153+0.2% | $6,396-3.6% |
| Admin fee / account holder | $38,877 | $18,027+115.7% | $15,194+155.9% | $12,562+209.5% |