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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 | $647,780 | $201,372+221.7% | $184,260+251.6% | $145,884+344.0% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 28.70% | 29.04%-0.3pp | 28.84%-0.1pp | 551.85%-523.2pp |
| Employer contribution / active EE | $1,860 | $7,024-73.5% | $6,427-71.1% | $4,662-60.1% |
| Participant deferral / active EE | $4,146 | $9,808-57.7% | $9,133-54.6% | $6,690-38.0% |
| Admin fee / account holder | $2,984 | $16,362-81.8% | $13,898-78.5% | $13,392-77.7% |