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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 | $586,112 | $172,111+240.5% | $150,298+290.0% | $137,256+327.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.23% | 69.37%-49.1pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $12,076 | $4,636+160.5% | $4,154+190.7% | $4,156+190.6% |
| Participant deferral / active EE | $12,107 | $6,166+96.4% | $5,453+122.0% | $6,407+89.0% |
| Admin fee / account holder | $4,353 | $16,471-73.6% | $14,116-69.2% | $12,270-64.5% |