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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 | $473,675 | $97,125+387.7% | $86,233+449.3% | $137,256+245.1% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 15.36% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,248 | $2,841-56.1% | $2,504-50.2% | $4,156-70.0% |
| Participant deferral / active EE | $4,145 | $5,180-20.0% | $4,559-9.1% | $6,407-35.3% |
| Admin fee / account holder | $3,587 | $9,725-63.1% | $8,342-57.0% | $12,270-70.8% |