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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 | $516,621 | $154,159+235.1% | $130,026+297.3% | $139,456+270.5% |
| Participation rate | 36.8% | 82.0%-45.1pp | 78.5%-41.7pp | 80.3%-43.5pp |
| Annual return | 26.52% | 32.50%-6.0pp | -137.26%+163.8pp | 373.45%-346.9pp |
| Employer contribution / active EE | $2,598 | $5,292-50.9% | $4,321-39.9% | $4,753-45.3% |
| Participant deferral / active EE | $5,714 | $6,710-14.8% | $5,821-1.8% | $6,711-14.9% |
| Admin fee / account holder | $1,873 | $14,001-86.6% | $10,608-82.3% | $11,407-83.6% |