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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 | $668,310 | $92,798+620.2% | $96,707+591.1% | $137,256+386.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 80.4%-30.4pp | 80.0%-30.0pp |
| Annual return | 16.51% | 31.24%-14.7pp | 34.78%-18.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $5,314 | $4,147+28.1% | $4,191+26.8% | $4,156+27.9% |
| Participant deferral / active EE | $10,710 | $5,877+82.2% | $5,997+78.6% | $6,407+67.2% |
| Admin fee / account holder | $4,348 | $7,946-45.3% | $7,503-42.1% | $12,270-64.6% |