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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 | $603,837 | $209,336+188.5% | $197,124+206.3% | $137,256+339.9% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 20.52% | 48.09%-27.6pp | 44.34%-23.8pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,643 | $6,591-29.5% | $6,227-25.4% | $4,156+11.7% |
| Participant deferral / active EE | $6,238 | $9,614-35.1% | $9,135-31.7% | $6,407-2.6% |
| Admin fee / account holder | $846 | $17,308-95.1% | $16,298-94.8% | $12,270-93.1% |