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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 | $569,560 | $114,013+399.6% | $103,693+449.3% | $155,188+267.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 22.55% | 49.31%-26.8pp | 47.61%-25.1pp | 148.84%-126.3pp |
| Employer contribution / active EE | $1,000 | $3,131-68.1% | $2,920-65.8% | $4,248-76.5% |
| Participant deferral / active EE | $5,000 | $4,970+0.6% | $4,579+9.2% | $6,531-23.4% |
| Admin fee / account holder | $25,060 | $8,407+198.1% | $7,858+218.9% | $14,480+73.1% |