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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 | $607,224 | $154,193+293.8% | $130,045+366.9% | $139,466+335.4% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.4pp | 80.3%-23.2pp |
| Annual return | 13.80% | 32.51%-18.7pp | -137.30%+151.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,429 | $5,292-35.2% | $4,321-20.7% | $4,754-27.9% |
| Participant deferral / active EE | $11,209 | $6,709+67.1% | $5,820+92.6% | $6,712+67.0% |
| Admin fee / account holder | $13,372 | $13,989-4.4% | $10,600+26.1% | $11,409+17.2% |