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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 | $642,308 | $155,555+312.9% | $146,866+337.3% | $155,188+313.9% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 14.30% | 115.41%-101.1pp | 102.85%-88.6pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,304 | $4,647-71.9% | $4,425-70.5% | $4,248-69.3% |
| Participant deferral / active EE | $8,021 | $8,044-0.3% | $7,759+3.4% | $6,531+22.8% |
| Admin fee / account holder | $3,089 | $14,755-79.1% | $13,620-77.3% | $14,480-78.7% |