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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 | $580,175 | $201,372+188.1% | $184,260+214.9% | $145,884+297.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.20% | 29.04%-16.8pp | 28.84%-16.6pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,600 | $7,024-77.2% | $6,427-75.1% | $4,662-65.7% |
| Participant deferral / active EE | $13,000 | $9,808+32.6% | $9,133+42.3% | $6,690+94.3% |
| Admin fee / account holder | $1,880 | $16,362-88.5% | $13,898-86.5% | $13,392-86.0% |