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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 | $557,592 | $182,442+205.6% | $163,379+241.3% | $138,895+301.4% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 14.08% | 72.74%-58.7pp | 63.41%-49.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,070 | $4,159-26.2% | $3,752-18.2% | $4,194-26.8% |
| Participant deferral / active EE | $18,691 | $6,817+174.2% | $6,282+197.6% | $6,396+192.2% |
| Admin fee / account holder | $4,300 | $10,396-58.6% | $9,818-56.2% | $12,562-65.8% |