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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 | $100,139+532.3% | $85,187+643.3% | $145,884+334.0% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 16.94% | 84.15%-67.2pp | 66.67%-49.7pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,892 | $3,238-41.6% | $2,732-30.8% | $4,662-59.4% |
| Participant deferral / active EE | $5,755 | $5,296+8.7% | $4,525+27.2% | $6,690-14.0% |
| Admin fee / account holder | $57,130 | $7,262+686.7% | $6,162+827.2% | $13,392+326.6% |