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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 | $582,493 | $174,379+234.0% | $152,093+283.0% | $138,895+319.4% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 12.50% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,191 | $4,652-52.9% | $4,175-47.5% | $4,194-47.8% |
| Participant deferral / active EE | $10,395 | $6,159+68.8% | $5,451+90.7% | $6,396+62.5% |
| Admin fee / account holder | $5,407 | $16,880-68.0% | $14,497-62.7% | $12,562-57.0% |