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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 | $568,667 | $166,242+242.1% | $165,071+244.5% | $145,884+289.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 21.72% | 100.44%-78.7pp | 70.17%-48.5pp | 551.85%-530.1pp |
| Employer contribution / active EE | $1,370 | $5,283-74.1% | $4,347-68.5% | $4,662-70.6% |
| Participant deferral / active EE | $5,478 | $6,964-21.3% | $6,035-9.2% | $6,690-18.1% |
| Admin fee / account holder | $6,111 | $16,658-63.3% | $12,695-51.9% | $13,392-54.4% |