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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 | $626,986 | $167,352+274.7% | $143,788+336.0% | $134,509+366.1% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -10.15% | 0.47%-10.6pp | -0.03%-10.1pp | 418.13%-428.3pp |
| Employer contribution / active EE | $7,393 | $5,620+31.5% | $4,952+49.3% | $4,741+55.9% |
| Participant deferral / active EE | $9,520 | $6,447+47.7% | $5,638+68.8% | $6,400+48.7% |
| Admin fee / account holder | $3,715 | $18,091-79.5% | $14,675-74.7% | $11,427-67.5% |