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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 | $174,379+319.7% | $152,093+381.2% | $138,895+426.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 36.72% | 74.86%-38.1pp | 66.36%-29.6pp | 145.39%-108.7pp |
| Employer contribution / active EE | $1,760 | $4,652-62.2% | $4,175-57.8% | $4,194-58.0% |
| Participant deferral / active EE | $8,712 | $6,159+41.4% | $5,451+59.8% | $6,396+36.2% |
| Admin fee / account holder | $9,767 | $16,880-42.1% | $14,497-32.6% | $12,562-22.2% |