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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 | $630,185 | $112,729+459.0% | $98,716+538.4% | $137,256+359.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 13.41% | 38.48%-25.1pp | 31.81%-18.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,028 | $2,725+47.8% | $2,279+76.8% | $4,156-3.1% |
| Participant deferral / active EE | $15,106 | $4,640+225.6% | $4,048+273.2% | $6,407+135.8% |
| Admin fee / account holder | $4,014 | $10,129-60.4% | $8,703-53.9% | $12,270-67.3% |