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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 | $542,796 | $174,379+211.3% | $152,093+256.9% | $138,895+290.8% |
| Participation rate | 22.2% | 81.6%-59.4pp | 77.8%-55.5pp | 79.9%-57.7pp |
| Annual return | 16.20% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,040 | $4,652-77.6% | $4,175-75.1% | $4,194-75.2% |
| Participant deferral / active EE | $6,056 | $6,159-1.7% | $5,451+11.1% | $6,396-5.3% |
| Admin fee / account holder | $610 | $16,880-96.4% | $14,497-95.8% | $12,562-95.1% |