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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 | $485,602 | $185,312+162.0% | $161,489+200.7% | $154,746+213.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 16.09% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,878 | $4,769-60.6% | $4,268-56.0% | $4,379-57.1% |
| Participant deferral / active EE | $7,393 | $6,350+16.4% | $5,630+31.3% | $6,730+9.8% |
| Admin fee / account holder | $2,497 | $18,654-86.6% | $16,006-84.4% | $14,365-82.6% |