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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 | $574,592 | $172,111+233.9% | $150,298+282.3% | $137,256+318.6% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,714 | $4,636-19.9% | $4,154-10.6% | $4,156-10.6% |
| Participant deferral / active EE | $7,322 | $6,166+18.8% | $5,453+34.3% | $6,407+14.3% |
| Admin fee / account holder | $5,405 | $16,471-67.2% | $14,116-61.7% | $12,270-56.0% |