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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 | $714,857 | $167,362+327.1% | $143,799+397.1% | $134,532+431.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -13.40% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $11,013 | $5,620+96.0% | $4,952+122.4% | $4,741+132.3% |
| Participant deferral / active EE | $9,800 | $6,447+52.0% | $5,638+73.8% | $6,401+53.1% |
| Admin fee / account holder | $46,870 | $18,094+159.0% | $14,677+219.3% | $11,429+310.1% |