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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 | $505,621 | $110,039+359.5% | $97,260+419.9% | $145,884+246.6% |
| Participation rate | 21.4% | 75.9%-54.5pp | 72.7%-51.2pp | 80.3%-58.9pp |
| Annual return | 13.50% | 244.44%-230.9pp | 75.54%-62.0pp | 551.85%-538.4pp |
| Employer contribution / active EE | $1,057 | $3,074-65.6% | $2,721-61.2% | $4,662-77.3% |
| Participant deferral / active EE | $2,687 | $4,674-42.5% | $4,262-36.9% | $6,690-59.8% |
| Admin fee / account holder | $6,793 | $6,204+9.5% | $5,640+20.4% | $13,392-49.3% |