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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 | $529,081 | $217,432+143.3% | $185,851+184.7% | $167,553+215.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 23.41% | 148.43%-125.0pp | 122.11%-98.7pp | 478.89%-455.5pp |
| Employer contribution / active EE | $1,491 | $5,874-74.6% | $5,168-71.2% | $4,840-69.2% |
| Participant deferral / active EE | $5,371 | $6,357-15.5% | $5,569-3.6% | $6,343-15.3% |
| Admin fee / account holder | $3,256 | $19,820-83.6% | $16,245-80.0% | $12,316-73.6% |