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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 | $658,044 | $185,312+255.1% | $161,489+307.5% | $154,746+325.2% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.7%-24.9pp | 80.7%-26.9pp |
| Annual return | 18.16% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,886 | $4,769-60.5% | $4,268-55.8% | $4,379-56.9% |
| Participant deferral / active EE | $7,385 | $6,350+16.3% | $5,630+31.2% | $6,730+9.7% |
| Admin fee / account holder | $8,173 | $18,654-56.2% | $16,006-48.9% | $14,365-43.1% |