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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 | $546,756 | $112,729+385.0% | $98,716+453.9% | $137,256+298.3% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.3%-14.7pp | 80.0%-25.4pp |
| Annual return | 11.33% | 38.48%-27.1pp | 31.81%-20.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $3,132 | $2,725+14.9% | $2,279+37.5% | $4,156-24.6% |
| Participant deferral / active EE | $10,007 | $4,640+115.7% | $4,048+147.2% | $6,407+56.2% |
| Admin fee / account holder | $3,613 | $10,129-64.3% | $8,703-58.5% | $12,270-70.6% |