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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 | $696,370 | $97,125+617.0% | $86,233+707.5% | $137,256+407.4% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.0%-11.9pp | 80.0%-22.8pp |
| Annual return | 16.60% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,292 | $2,841-54.5% | $2,504-48.4% | $4,156-68.9% |
| Participant deferral / active EE | $4,385 | $5,180-15.3% | $4,559-3.8% | $6,407-31.6% |
| Admin fee / account holder | $72,008 | $9,725+640.5% | $8,342+763.2% | $12,270+486.9% |