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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 | $111,814+456.2% | $103,378+501.6% | $145,978+326.0% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 20.08% | 24.80%-4.7pp | 24.91%-4.8pp | 550.52%-530.4pp |
| Employer contribution / active EE | $10,719 | $4,215+154.3% | $3,870+177.0% | $4,662+129.9% |
| Participant deferral / active EE | $15,957 | $5,618+184.0% | $5,058+215.5% | $6,690+138.5% |
| Admin fee / account holder | $3,502 | $9,764-64.1% | $8,401-58.3% | $13,400-73.9% |