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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 | $669,734 | $228,395+193.2% | $185,861+260.3% | $158,982+321.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 33.97% | 40.82%-6.9pp | 35.96%-2.0pp | 302.99%-269.0pp |
| Employer contribution / active EE | $4,784 | $4,968-3.7% | $4,088+17.0% | $4,763+0.4% |
| Participant deferral / active EE | $5,347 | $6,417-16.7% | $5,634-5.1% | $5,983-10.6% |
| Admin fee / account holder | $383,491 | $11,869+3131.0% | $9,503+3935.3% | $11,252+3308.3% |