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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 | $624,357 | $211,288+195.5% | $178,540+249.7% | $145,884+328.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 11.72% | 30.27%-18.5pp | 27.15%-15.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $10,188 | $4,574+122.7% | $3,953+157.7% | $4,662+118.5% |
| Participant deferral / active EE | $4,300 | $6,967-38.3% | $6,281-31.5% | $6,690-35.7% |
| Admin fee / account holder | $435 | $12,105-96.4% | $10,424-95.8% | $13,392-96.8% |