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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 | $505,718 | $110,379+358.2% | $102,412+393.8% | $145,884+246.7% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 11.87% | 24.84%-13.0pp | 24.94%-13.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $927 | $4,216-78.0% | $3,870-76.0% | $4,662-80.1% |
| Participant deferral / active EE | $5,588 | $5,622-0.6% | $5,060+10.4% | $6,690-16.5% |
| Admin fee / account holder | $1,502 | $9,745-84.6% | $8,388-82.1% | $13,392-88.8% |