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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 | $615,695 | $148,623+314.3% | $135,974+352.8% | $139,466+341.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.02% | 79.30%-58.3pp | 68.30%-47.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $1,170 | $5,246-77.7% | $4,859-75.9% | $4,754-75.4% |
| Participant deferral / active EE | $14,803 | $8,103+82.7% | $7,760+90.8% | $6,712+120.5% |
| Admin fee / account holder | $1,380 | $12,406-88.9% | $10,767-87.2% | $11,409-87.9% |