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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 | $544,519 | $183,516+196.7% | $155,534+250.1% | $145,884+273.3% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 12.07% | 61.43%-49.4pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,969 | $5,315-62.9% | $4,675-57.9% | $4,662-57.8% |
| Participant deferral / active EE | $5,834 | $6,467-9.8% | $5,630+3.6% | $6,690-12.8% |
| Admin fee / account holder | $4,905 | $19,293-74.6% | $15,900-69.1% | $13,392-63.4% |