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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 | $724,922 | $111,814+548.3% | $103,378+601.2% | $145,978+396.6% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 10.55% | 24.80%-14.3pp | 24.91%-14.4pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,346 | $4,215-68.1% | $3,870-65.2% | $4,662-71.1% |
| Participant deferral / active EE | $10,167 | $5,618+81.0% | $5,058+101.0% | $6,690+52.0% |
| Admin fee / account holder | $1,605 | $9,764-83.6% | $8,401-80.9% | $13,400-88.0% |