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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 | $621,870 | $110,337+463.6% | $102,383+507.4% | $145,877+326.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 20.08% | 24.83%-4.8pp | 24.94%-4.9pp | 551.28%-531.2pp |
| Employer contribution / active EE | $10,719 | $4,216+154.3% | $3,870+177.0% | $4,663+129.9% |
| Participant deferral / active EE | $15,957 | $5,621+183.9% | $5,060+215.4% | $6,691+138.5% |
| Admin fee / account holder | $3,502 | $9,750-64.1% | $8,391-58.3% | $13,402-73.9% |