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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 | $681,866 | $211,288+222.7% | $178,540+281.9% | $145,884+367.4% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.29% | 30.27%-17.0pp | 27.15%-13.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,810 | $4,574-38.6% | $3,953-28.9% | $4,662-39.7% |
| Participant deferral / active EE | $15,250 | $6,967+118.9% | $6,281+142.8% | $6,690+128.0% |
| Admin fee / account holder | $2,990 | $12,105-75.3% | $10,424-71.3% | $13,392-77.7% |