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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 | $469,928 | $101,618+362.4% | $93,063+405.0% | $137,256+242.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 14.36% | 223.95%-209.6pp | 34.15%-19.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,020 | $2,707-62.3% | $2,476-58.8% | $4,156-75.5% |
| Participant deferral / active EE | $6,025 | $4,279+40.8% | $3,958+52.2% | $6,407-6.0% |
| Admin fee / account holder | $4,576 | $6,198-26.2% | $6,033-24.1% | $12,270-62.7% |