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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 | $624,528 | $106,247+487.8% | $96,515+547.1% | $139,466+347.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 14.54% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,199 | $4,106-70.8% | $3,740-67.9% | $4,754-74.8% |
| Participant deferral / active EE | $10,000 | $5,456+83.3% | $4,880+104.9% | $6,712+49.0% |
| Admin fee / account holder | $1,347 | $7,885-82.9% | $6,735-80.0% | $11,409-88.2% |