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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 | $584,703 | $209,336+179.3% | $197,124+196.6% | $137,256+326.0% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 15.56% | 48.09%-32.5pp | 44.34%-28.8pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,121 | $6,591-52.6% | $6,227-49.9% | $4,156-24.9% |
| Participant deferral / active EE | $24,123 | $9,614+150.9% | $9,135+164.1% | $6,407+276.5% |
| Admin fee / account holder | $136,805 | $17,308+690.4% | $16,298+739.4% | $12,270+1014.9% |