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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 | $147,556+371.9% | $129,031+439.7% | $198,609+250.6% |
| Participation rate | 57.1% | 77.2%-20.1pp | 73.4%-16.2pp | 82.4%-25.2pp |
| Annual return | 16.60% | 37.41%-20.8pp | 34.67%-18.1pp | 202.70%-186.1pp |
| Employer contribution / active EE | $1,292 | $3,645-64.5% | $3,226-59.9% | $5,055-74.4% |
| Participant deferral / active EE | $4,385 | $5,760-23.9% | $5,217-16.0% | $6,977-37.2% |
| Admin fee / account holder | $72,008 | $15,467+365.5% | $13,208+445.2% | $19,030+278.4% |