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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 | $612,123 | $185,312+230.3% | $161,489+279.1% | $154,746+295.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 15.30% | 103.84%-88.5pp | 89.72%-74.4pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,359 | $4,769-71.5% | $4,268-68.2% | $4,379-69.0% |
| Participant deferral / active EE | $3,782 | $6,350-40.4% | $5,630-32.8% | $6,730-43.8% |
| Admin fee / account holder | $62,071 | $18,654+232.7% | $16,006+287.8% | $14,365+332.1% |