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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 | $618,695 | $157,304+293.3% | $141,197+338.2% | $152,909+304.6% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 23.07% | 64.34%-41.3pp | 71.41%-48.3pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,839 | $5,263-65.1% | $4,736-61.2% | $4,764-61.4% |
| Participant deferral / active EE | $5,736 | $7,111-19.3% | $6,710-14.5% | $5,851-2.0% |
| Admin fee / account holder | $3,374 | $12,126-72.2% | $10,265-67.1% | $11,601-70.9% |