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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 | $184,014+189.1% | $161,149+230.1% | $138,895+283.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 11.05% | 21.52%-10.5pp | 21.16%-10.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $2,889 | $5,055-42.9% | $4,360-33.8% | $4,194-31.1% |
| Participant deferral / active EE | $9,283 | $6,909+34.4% | $6,153+50.9% | $6,396+45.1% |
| Admin fee / account holder | $15,377 | $18,027-14.7% | $15,194+1.2% | $12,562+22.4% |