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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 | $663,197 | $101,618+552.6% | $93,063+612.6% | $137,256+383.2% |
| Participation rate | 25.0% | 74.9%-49.9pp | 72.1%-47.1pp | 80.0%-55.0pp |
| Annual return | 15.47% | 223.95%-208.5pp | 34.15%-18.7pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,890 | $2,707-30.2% | $2,476-23.7% | $4,156-54.5% |
| Participant deferral / active EE | $7,750 | $4,279+81.1% | $3,958+95.8% | $6,407+21.0% |
| Admin fee / account holder | $4,510 | $6,198-27.2% | $6,033-25.3% | $12,270-63.2% |