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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 | $673,355 | $162,967+313.2% | $135,792+395.9% | $138,895+384.8% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.6%-39.3pp | 79.9%-46.6pp |
| Annual return | 9.98% | 30.08%-20.1pp | 25.96%-16.0pp | 145.39%-135.4pp |
| Employer contribution / active EE | $2,400 | $4,211-43.0% | $3,496-31.3% | $4,194-42.8% |
| Participant deferral / active EE | $10,333 | $5,640+83.2% | $4,759+117.1% | $6,396+61.6% |
| Admin fee / account holder | $24,224 | $15,306+58.3% | $12,266+97.5% | $12,562+92.8% |