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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 | $720,823 | $182,442+295.1% | $163,379+341.2% | $138,895+419.0% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 28.10% | 72.74%-44.6pp | 63.41%-35.3pp | 145.39%-117.3pp |
| Employer contribution / active EE | $1,890 | $4,159-54.6% | $3,752-49.6% | $4,194-54.9% |
| Participant deferral / active EE | $7,833 | $6,817+14.9% | $6,282+24.7% | $6,396+22.5% |
| Admin fee / account holder | $1,800 | $10,396-82.7% | $9,818-81.7% | $12,562-85.7% |