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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 | $462,193 | $212,386+117.6% | $199,883+131.2% | $138,895+232.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.8%-36.8pp | 79.9%-29.9pp |
| Annual return | 20.54% | 47.75%-27.2pp | 43.81%-23.3pp | 145.39%-124.9pp |
| Employer contribution / active EE | $5,060 | $6,625-23.6% | $6,261-19.2% | $4,194+20.6% |
| Participant deferral / active EE | $20,205 | $9,617+110.1% | $9,138+121.1% | $6,396+215.9% |
| Admin fee / account holder | $2,750 | $18,233-84.9% | $17,268-84.1% | $12,562-78.1% |