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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 | $817,180 | $172,111+374.8% | $150,298+443.7% | $137,256+495.4% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,716 | $4,636-63.0% | $4,154-58.7% | $4,156-58.7% |
| Participant deferral / active EE | $6,889 | $6,166+11.7% | $5,453+26.3% | $6,407+7.5% |
| Admin fee / account holder | $1,387 | $16,471-91.6% | $14,116-90.2% | $12,270-88.7% |