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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 | $688,802 | $110,337+524.3% | $102,383+572.8% | $145,877+372.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.38% | 24.83%-15.5pp | 24.94%-15.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,350 | $4,216-44.3% | $3,870-39.3% | $4,663-49.6% |
| Participant deferral / active EE | $12,620 | $5,621+124.5% | $5,060+149.4% | $6,691+88.6% |
| Admin fee / account holder | $149,130 | $9,750+1429.6% | $8,391+1677.2% | $13,402+1012.7% |