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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 | $359,399 | $113,338+217.1% | $94,993+278.3% | $147,585+143.5% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 19.03% | 20.80%-1.8pp | 27.14%-8.1pp | 578.58%-559.6pp |
| Employer contribution / active EE | $9,749 | $3,160+208.5% | $2,603+274.5% | $4,876+99.9% |
| Participant deferral / active EE | $7,560 | $3,777+100.2% | $3,317+127.9% | $5,439+39.0% |
| Admin fee / account holder | $2,526 | $6,063-58.3% | $4,960-49.1% | $10,886-76.8% |