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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 | $569,064 | $149,778+279.9% | $118,946+378.4% | $158,966+258.0% |
| Participation rate | 57.1% | 82.1%-24.9pp | 75.4%-18.2pp | 82.0%-24.8pp |
| Annual return | 13.32% | 19.95%-6.6pp | 35.89%-22.6pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,907 | $4,117-5.1% | $3,263+19.7% | $4,762-18.0% |
| Participant deferral / active EE | $9,557 | $5,225+82.9% | $4,266+124.0% | $5,983+59.7% |
| Admin fee / account holder | $2,700 | $8,604-68.6% | $6,581-59.0% | $11,250-76.0% |