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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 | $531,948 | $178,174+198.6% | $156,181+240.6% | $137,256+287.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 11.05% | 84.19%-73.1pp | 64.87%-53.8pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,889 | $4,972-41.9% | $4,294-32.7% | $4,156-30.5% |
| Participant deferral / active EE | $9,283 | $6,888+34.8% | $6,132+51.4% | $6,407+44.9% |
| Admin fee / account holder | $15,377 | $17,404-11.6% | $14,586+5.4% | $12,270+25.3% |