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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 | $431,617 | $183,516+135.2% | $155,534+177.5% | $145,884+195.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.63% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,504 | $5,315-52.9% | $4,675-46.4% | $4,662-46.3% |
| Participant deferral / active EE | $9,518 | $6,467+47.2% | $5,630+69.0% | $6,690+42.3% |
| Admin fee / account holder | $103,634 | $19,293+437.1% | $15,900+551.8% | $13,392+673.9% |