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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 | $351,621 | $112,729+211.9% | $98,716+256.2% | $137,256+156.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 17.42% | 38.48%-21.1pp | 31.81%-14.4pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,900 | $2,725+43.1% | $2,279+71.2% | $4,156-6.2% |
| Participant deferral / active EE | $3,900 | $4,640-16.0% | $4,048-3.6% | $6,407-39.1% |
| Admin fee / account holder | $4,850 | $10,129-52.1% | $8,703-44.3% | $12,270-60.5% |