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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 | $563,634 | $161,352+249.3% | $134,172+320.1% | $137,256+310.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 14.44% | 28.72%-14.3pp | 25.30%-10.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,500 | $4,099-63.4% | $3,420-56.1% | $4,156-63.9% |
| Participant deferral / active EE | $1,500 | $5,552-73.0% | $4,690-68.0% | $6,407-76.6% |
| Admin fee / account holder | $125,550 | $15,028+735.4% | $12,016+944.9% | $12,270+923.2% |