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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 | $832,767 | $94,439+781.8% | $73,658+1030.6% | $154,746+438.2% |
| Participation rate | 23.1% | 64.7%-41.6pp | 57.0%-34.0pp | 80.7%-57.6pp |
| Annual return | 15.03% | 28.25%-13.2pp | 29.72%-14.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,672 | $1,257+112.5% | $1,032+158.8% | $4,379-39.0% |
| Participant deferral / active EE | $12,750 | $2,527+404.6% | $2,062+518.4% | $6,730+89.4% |
| Admin fee / account holder | $783 | $3,843-79.6% | $3,357-76.7% | $14,365-94.6% |