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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 | $101,763+423.7% | $164,866+223.3% | $80,874+559.0% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.6%-9.0pp |
| Annual return | 16.53% | 16.73%-0.2pp | 69.97%-53.4pp | 35.62%-19.1pp |
| Employer contribution / active EE | $3,849 | $2,954+30.3% | $4,343-11.4% | $2,756+39.7% |
| Participant deferral / active EE | $7,805 | $4,477+74.4% | $6,033+29.4% | $4,297+81.6% |
| Admin fee / account holder | $4,849 | $8,228-41.1% | $12,689-61.8% | $6,935-30.1% |