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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 | $481,742 | $100,901+377.4% | $75,501+538.1% | $147,586+226.4% |
| Participation rate | 28.6% | 77.1%-48.6pp | 72.4%-43.8pp | 82.8%-54.3pp |
| Annual return | 16.52% | 35.78%-19.3pp | 27.35%-10.8pp | 578.59%-562.1pp |
| Employer contribution / active EE | $2,314 | $3,253-28.9% | $2,352-1.6% | $4,876-52.5% |
| Participant deferral / active EE | $3,429 | $4,027-14.9% | $3,142+9.1% | $5,439-37.0% |
| Admin fee / account holder | $14,059 | $11,285+24.6% | $5,801+142.4% | $10,886+29.2% |