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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 | $785,324 | $174,379+350.4% | $152,093+416.3% | $138,895+465.4% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 17.34% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,056 | $4,652-77.3% | $4,175-74.7% | $4,194-74.8% |
| Participant deferral / active EE | $6,200 | $6,159+0.7% | $5,451+13.7% | $6,396-3.1% |
| Admin fee / account holder | $7,101 | $16,880-57.9% | $14,497-51.0% | $12,562-43.5% |