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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 | $99,875+667.3% | $146,866+421.8% | $86,983+781.0% |
| Participation rate | 20.7% | 75.8%-55.1pp | 82.5%-61.8pp | 69.5%-48.9pp |
| Annual return | 16.69% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.1pp |
| Employer contribution / active EE | $1,314 | $3,224-59.2% | $4,425-70.3% | $2,584-49.2% |
| Participant deferral / active EE | $3,250 | $6,322-48.6% | $7,759-58.1% | $4,194-22.5% |
| Admin fee / account holder | $421 | $7,838-94.6% | $13,620-96.9% | $7,856-94.6% |