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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 | $491,359 | $154,228+218.6% | $145,433+237.9% | $137,256+258.0% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 13.34% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $977 | $4,804-79.7% | $4,554-78.5% | $4,156-76.5% |
| Participant deferral / active EE | $3,421 | $8,216-58.4% | $7,897-56.7% | $6,407-46.6% |
| Admin fee / account holder | $3,515 | $14,344-75.5% | $13,129-73.2% | $12,270-71.4% |