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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 | $57,061+754.2% | $85,063+473.0% | $80,911+502.4% |
| Participation rate | 18.6% | 56.3%-37.7pp | 67.5%-48.9pp | 67.6%-49.0pp |
| Annual return | 18.76% | 21.66%-2.9pp | 66.54%-47.8pp | 35.63%-16.9pp |
| Employer contribution / active EE | $486 | $1,799-73.0% | $2,727-82.2% | $2,756-82.4% |
| Participant deferral / active EE | $3,701 | $3,110+19.0% | $4,523-18.2% | $4,297-13.9% |
| Admin fee / account holder | $4,134 | $4,986-17.1% | $6,155-32.8% | $6,935-40.4% |