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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 | $606,091 | $69,118+776.9% | $53,647+1029.8% | $138,895+336.4% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 13.11% | 248.26%-235.2pp | 358.33%-345.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,110 | $1,189-6.7% | $962+15.3% | $4,194-73.5% |
| Participant deferral / active EE | $4,146 | $2,274+82.3% | $1,813+128.7% | $6,396-35.2% |
| Admin fee / account holder | $493 | $2,724-81.9% | $2,460-80.0% | $12,562-96.1% |