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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 | $633,202 | $100,203+531.9% | $85,240+642.8% | $145,897+334.0% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 16.94% | 84.28%-67.3pp | 66.75%-49.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,892 | $3,242-41.6% | $2,735-30.8% | $4,663-59.4% |
| Participant deferral / active EE | $5,755 | $5,299+8.6% | $4,527+27.1% | $6,689-14.0% |
| Admin fee / account holder | $57,130 | $7,265+686.4% | $6,165+826.7% | $13,390+326.6% |