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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 | $731,848 | $172,111+325.2% | $150,298+386.9% | $137,256+433.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 36.72% | 69.37%-32.7pp | 62.79%-26.1pp | 220.34%-183.6pp |
| Employer contribution / active EE | $1,760 | $4,636-62.0% | $4,154-57.6% | $4,156-57.7% |
| Participant deferral / active EE | $8,712 | $6,166+41.3% | $5,453+59.8% | $6,407+36.0% |
| Admin fee / account holder | $9,767 | $16,471-40.7% | $14,116-30.8% | $12,270-20.4% |