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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 | $545,162 | $127,296+328.3% | $109,907+396.0% | $167,536+225.4% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 14.55% | 22.97%-8.4pp | 29.46%-14.9pp | 478.82%-464.3pp |
| Employer contribution / active EE | $9,301 | $3,325+179.8% | $2,844+227.1% | $4,839+92.2% |
| Participant deferral / active EE | $11,274 | $4,513+149.8% | $4,047+178.6% | $6,342+77.8% |
| Admin fee / account holder | $346 | $7,119-95.1% | $6,069-94.3% | $12,315-97.2% |