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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 | $172,111+182.1% | $150,298+223.1% | $137,256+253.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.09% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,878 | $4,636-59.5% | $4,154-54.8% | $4,156-54.8% |
| Participant deferral / active EE | $7,393 | $6,166+19.9% | $5,453+35.6% | $6,407+15.4% |
| Admin fee / account holder | $2,497 | $16,471-84.8% | $14,116-82.3% | $12,270-79.7% |