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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 | $617,459 | $107,809+472.7% | $97,032+536.3% | $155,188+297.9% |
| Participation rate | 45.5% | 75.5%-30.0pp | 71.6%-26.1pp | 80.8%-35.3pp |
| Annual return | 13.77% | 38.06%-24.3pp | 35.38%-21.6pp | 148.84%-135.1pp |
| Employer contribution / active EE | $5,489 | $2,911+88.5% | $2,629+108.8% | $4,248+29.2% |
| Participant deferral / active EE | $2,520 | $5,129-50.9% | $4,672-46.1% | $6,531-61.4% |
| Admin fee / account holder | $6,389 | $10,717-40.4% | $9,418-32.2% | $14,480-55.9% |