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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 | $887,940 | $185,141+379.6% | $153,416+478.8% | $155,188+472.2% |
| Participation rate | 60.0% | 79.9%-19.9pp | 74.3%-14.3pp | 80.8%-20.8pp |
| Annual return | 11.23% | 18.72%-7.5pp | 17.84%-6.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $22,930 | $4,489+410.8% | $3,764+509.2% | $4,248+439.8% |
| Participant deferral / active EE | $14,390 | $5,477+162.7% | $4,723+204.7% | $6,531+120.3% |
| Admin fee / account holder | $9,192 | $16,005-42.6% | $13,095-29.8% | $14,480-36.5% |