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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 | $766,307 | $107,421+613.4% | $182,262+320.4% | $94,015+715.1% |
| Participation rate | 20.7% | 77.8%-57.1pp | 84.2%-63.5pp | 70.8%-50.1pp |
| Annual return | 16.69% | 21.32%-4.6pp | 140.60%-123.9pp | 17.84%-1.2pp |
| Employer contribution / active EE | $1,314 | $3,448-61.9% | $5,046-74.0% | $2,790-52.9% |
| Participant deferral / active EE | $3,250 | $6,558-50.4% | $8,276-60.7% | $4,249-23.5% |
| Admin fee / account holder | $421 | $8,692-95.2% | $16,712-97.5% | $8,951-95.3% |