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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 | $584,638 | $110,303+430.0% | $95,759+510.5% | $139,487+319.1% |
| Participation rate | 60.0% | 75.7%-15.7pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 19.12% | 27.19%-8.1pp | 28.42%-9.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $18,037 | $3,261+453.2% | $2,836+535.9% | $4,755+279.3% |
| Participant deferral / active EE | $12,360 | $4,674+164.4% | $4,244+191.3% | $6,713+84.1% |
| Admin fee / account holder | $12,490 | $6,615+88.8% | $5,678+120.0% | $11,407+9.5% |