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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 | $535,394 | $124,314+330.7% | $109,163+390.5% | $167,518+219.6% |
| Participation rate | 12.5% | 79.4%-66.9pp | 75.9%-63.4pp | 82.1%-69.6pp |
| Annual return | 19.78% | 26.04%-6.3pp | 25.75%-6.0pp | 478.71%-458.9pp |
| Employer contribution / active EE | $844 | $4,209-79.9% | $3,723-77.3% | $4,838-82.6% |
| Participant deferral / active EE | $4,259 | $5,256-19.0% | $4,654-8.5% | $6,342-32.8% |
| Admin fee / account holder | $612 | $7,973-92.3% | $6,754-90.9% | $12,312-95.0% |