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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 | $816,866 | $114,013+616.5% | $103,693+687.8% | $155,188+426.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 13.40% | 49.31%-35.9pp | 47.61%-34.2pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,699 | $3,131-45.7% | $2,920-41.8% | $4,248-60.0% |
| Participant deferral / active EE | $8,484 | $4,970+70.7% | $4,579+85.3% | $6,531+29.9% |
| Admin fee / account holder | $2,988 | $8,407-64.5% | $7,858-62.0% | $14,480-79.4% |