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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 | $661,216 | $182,442+262.4% | $163,379+304.7% | $138,895+376.1% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 18.25% | 72.74%-54.5pp | 63.41%-45.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $825 | $4,159-80.2% | $3,752-78.0% | $4,194-80.3% |
| Participant deferral / active EE | $12,362 | $6,817+81.3% | $6,282+96.8% | $6,396+93.3% |
| Admin fee / account holder | $17,976 | $10,396+72.9% | $9,818+83.1% | $12,562+43.1% |