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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 | $251,133 | $85,196+194.8% | $76,383+228.8% | $145,897+72.1% |
| Participation rate | 25.0% | 82.9%-57.9pp | 79.3%-54.3pp | 80.3%-55.3pp |
| Annual return | 12.58% | 13.13%-0.5pp | 13.79%-1.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,500 | $5,268-71.5% | $4,587-67.3% | $4,663-67.8% |
| Participant deferral / active EE | $6,525 | $6,386+2.2% | $5,474+19.2% | $6,689-2.5% |
| Admin fee / account holder | $1,179 | $5,786-79.6% | $5,147-77.1% | $13,390-91.2% |