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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 | $538,823 | $124,980+331.1% | $108,359+397.3% | $154,746+248.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 16.59% | 45.00%-28.4pp | 36.89%-20.3pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,017 | $2,851-29.3% | $2,399-16.0% | $4,379-53.9% |
| Participant deferral / active EE | $2,627 | $4,743-44.6% | $4,137-36.5% | $6,730-61.0% |
| Admin fee / account holder | $163,531 | $11,502+1321.8% | $9,741+1578.8% | $14,365+1038.4% |