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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 | $546,583 | $136,860+299.4% | $120,344+354.2% | $154,746+253.2% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 13.18% | 21.38%-8.2pp | 20.30%-7.1pp | 172.34%-159.2pp |
| Employer contribution / active EE | $6,557 | $3,533+85.6% | $3,020+117.1% | $4,379+49.7% |
| Participant deferral / active EE | $22,948 | $5,793+296.1% | $5,135+346.9% | $6,730+241.0% |
| Admin fee / account holder | $36,972 | $15,393+140.2% | $12,742+190.2% | $14,365+157.4% |