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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 | $506,982 | $157,304+222.3% | $141,197+259.1% | $152,909+231.6% |
| Participation rate | 42.9% | 84.8%-42.0pp | 82.5%-39.6pp | 82.5%-39.6pp |
| Annual return | 20.08% | 64.34%-44.3pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $2,162 | $5,263-58.9% | $4,736-54.4% | $4,764-54.6% |
| Participant deferral / active EE | $7,674 | $7,111+7.9% | $6,710+14.4% | $5,851+31.2% |
| Admin fee / account holder | $4,474 | $12,126-63.1% | $10,265-56.4% | $11,601-61.4% |