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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 | $654,915 | $114,119+473.9% | $107,187+511.0% | $138,895+371.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 15.19% | 273.21%-258.0pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,099 | $4,059-23.6% | $3,782-18.1% | $4,194-26.1% |
| Participant deferral / active EE | $12,231 | $5,538+120.9% | $5,096+140.0% | $6,396+91.2% |
| Admin fee / account holder | $9,290 | $10,024-7.3% | $9,162+1.4% | $12,562-26.0% |