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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 | $499,849 | $156,616+219.2% | $133,346+274.9% | $198,609+151.7% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 4.70% | 44.25%-39.6pp | 36.85%-32.2pp | 202.70%-198.0pp |
| Employer contribution / active EE | $2,517 | $3,368-25.3% | $2,853-11.8% | $5,055-50.2% |
| Participant deferral / active EE | $8,085 | $4,920+64.3% | $4,332+86.6% | $6,977+15.9% |
| Admin fee / account holder | $7,505 | $17,468-57.0% | $14,264-47.4% | $19,030-60.6% |