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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 | $487,433 | $57,140+753.1% | $85,240+471.8% | $80,959+502.1% |
| Participation rate | 18.6% | 56.4%-37.8pp | 67.5%-48.9pp | 67.7%-49.1pp |
| Annual return | 18.76% | 21.71%-2.9pp | 66.75%-48.0pp | 35.67%-16.9pp |
| Employer contribution / active EE | $486 | $1,802-73.0% | $2,735-82.2% | $2,757-82.4% |
| Participant deferral / active EE | $3,701 | $3,115+18.8% | $4,527-18.2% | $4,300-13.9% |
| Admin fee / account holder | $4,134 | $4,992-17.2% | $6,165-32.9% | $6,925-40.3% |