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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 | $509,017 | $166,242+206.2% | $165,071+208.4% | $145,884+248.9% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 9.61% | 100.44%-90.8pp | 70.17%-60.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,421 | $5,283-73.1% | $4,347-67.3% | $4,662-69.5% |
| Participant deferral / active EE | $9,808 | $6,964+40.8% | $6,035+62.5% | $6,690+46.6% |
| Admin fee / account holder | $3,187 | $16,658-80.9% | $12,695-74.9% | $13,392-76.2% |