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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 | $651,994 | $106,247+513.7% | $96,515+575.5% | $139,466+367.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 14.99% | 38.47%-23.5pp | 35.73%-20.7pp | 373.66%-358.7pp |
| Employer contribution / active EE | $2,458 | $4,106-40.1% | $3,740-34.3% | $4,754-48.3% |
| Participant deferral / active EE | $4,066 | $5,456-25.5% | $4,880-16.7% | $6,712-39.4% |
| Admin fee / account holder | $4,513 | $7,885-42.8% | $6,735-33.0% | $11,409-60.4% |