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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 | $532,964 | $101,795+423.6% | $165,100+222.8% | $80,959+558.3% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.7%-9.0pp |
| Annual return | 16.53% | 16.73%-0.2pp | 70.21%-53.7pp | 35.67%-19.1pp |
| Employer contribution / active EE | $3,849 | $2,954+30.3% | $4,348-11.5% | $2,757+39.6% |
| Participant deferral / active EE | $7,805 | $4,476+74.4% | $6,035+29.3% | $4,300+81.5% |
| Admin fee / account holder | $4,849 | $8,221-41.0% | $12,696-61.8% | $6,925-30.0% |