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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 | $468,031 | $100,262+366.8% | $81,370+475.2% | $145,897+220.8% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 9.35% | 34.52%-25.2pp | 24.85%-15.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $43,233 | $2,979+1351.3% | $2,464+1654.6% | $4,663+827.2% |
| Participant deferral / active EE | $25,979 | $4,612+463.3% | $3,885+568.7% | $6,689+288.4% |
| Admin fee / account holder | $4,552 | $8,163-44.2% | $5,749-20.8% | $13,390-66.0% |