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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 | $100,147+367.3% | $81,286+475.8% | $145,877+220.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 9.35% | 34.44%-25.1pp | 24.80%-15.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $43,233 | $2,977+1352.1% | $2,463+1655.5% | $4,663+827.2% |
| Participant deferral / active EE | $25,979 | $4,607+463.9% | $3,883+569.0% | $6,691+288.3% |
| Admin fee / account holder | $4,552 | $8,201-44.5% | $5,764-21.0% | $13,402-66.0% |