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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 | $578,489 | $182,442+217.1% | $163,379+254.1% | $138,895+316.5% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 13.07% | 72.74%-59.7pp | 63.41%-50.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,360 | $4,159-43.3% | $3,752-37.1% | $4,194-43.7% |
| Participant deferral / active EE | $13,840 | $6,817+103.0% | $6,282+120.3% | $6,396+116.4% |
| Admin fee / account holder | $41,310 | $10,396+297.4% | $9,818+320.8% | $12,562+228.8% |