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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 | $614,428 | $162,967+277.0% | $135,792+352.5% | $138,895+342.4% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.6%-22.6pp | 79.9%-29.9pp |
| Annual return | 9.13% | 30.08%-20.9pp | 25.96%-16.8pp | 145.39%-136.3pp |
| Employer contribution / active EE | $23,782 | $4,211+464.7% | $3,496+580.3% | $4,194+467.0% |
| Participant deferral / active EE | $15,500 | $5,640+174.8% | $4,759+225.7% | $6,396+142.3% |
| Admin fee / account holder | $2,735 | $15,306-82.1% | $12,266-77.7% | $12,562-78.2% |