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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 | $669,447 | $199,109+236.2% | $173,730+285.3% | $154,746+332.6% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.6%-19.6pp | 80.7%-20.7pp |
| Annual return | 13.04% | 20.02%-7.0pp | 19.96%-6.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,785 | $5,311-66.4% | $4,577-61.0% | $4,379-59.2% |
| Participant deferral / active EE | $7,374 | $7,113+3.7% | $6,326+16.6% | $6,730+9.6% |
| Admin fee / account holder | $874 | $20,916-95.8% | $17,523-95.0% | $14,365-93.9% |