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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 | $678,762 | $97,289+597.7% | $92,805+631.4% | $155,188+337.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 83.5%-33.5pp | 80.8%-30.8pp |
| Annual return | 14.49% | 29.03%-14.5pp | 31.59%-17.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $11,070 | $3,632+204.8% | $3,424+223.3% | $4,248+160.6% |
| Participant deferral / active EE | $5,917 | $8,795-32.7% | $8,448-30.0% | $6,531-9.4% |
| Admin fee / account holder | $25,196 | $12,015+109.7% | $10,911+130.9% | $14,480+74.0% |