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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 | $510,781 | $165,361+208.9% | $149,715+241.2% | $158,950+221.3% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 18.35% | 348.24%-329.9pp | 276.66%-258.3pp | 302.91%-284.6pp |
| Employer contribution / active EE | $1,731 | $5,103-66.1% | $4,645-62.7% | $4,762-63.7% |
| Participant deferral / active EE | $8,372 | $7,182+16.6% | $6,842+22.4% | $5,983+39.9% |
| Admin fee / account holder | $660 | $10,808-93.9% | $9,310-92.9% | $11,248-94.1% |