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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 | $569,208 | $107,030+431.8% | $73,550+673.9% | $147,586+285.7% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 8.18% | 38.25%-30.1pp | -15.16%+23.3pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,639 | $1,760-6.9% | $1,219+34.5% | $4,876-66.4% |
| Participant deferral / active EE | $11,567 | $2,458+370.5% | $1,804+541.1% | $5,439+112.7% |
| Admin fee / account holder | $4,091 | $3,055+33.9% | $2,320+76.3% | $10,886-62.4% |