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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 | $723,771 | $99,652+626.3% | $78,778+818.8% | $147,586+390.4% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 20.96% | 47.28%-26.3pp | 35.62%-14.7pp | 578.59%-557.6pp |
| Employer contribution / active EE | $1,542 | $2,796-44.8% | $1,986-22.3% | $4,876-68.4% |
| Participant deferral / active EE | $3,506 | $3,664-4.3% | $2,958+18.5% | $5,439-35.5% |
| Admin fee / account holder | $2,062 | $7,155-71.2% | $5,134-59.8% | $10,886-81.1% |