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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 | $479,599 | $114,119+320.3% | $107,187+347.4% | $138,895+245.3% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 79.9%-18.8pp |
| Annual return | 17.29% | 273.21%-255.9pp | 204.55%-187.3pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,754 | $4,059-32.2% | $3,782-27.2% | $4,194-34.3% |
| Participant deferral / active EE | $8,990 | $5,538+62.3% | $5,096+76.4% | $6,396+40.6% |
| Admin fee / account holder | $3,618 | $10,024-63.9% | $9,162-60.5% | $12,562-71.2% |