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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 | $479,810 | $112,729+325.6% | $98,716+386.1% | $137,256+249.6% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.3%-40.7pp | 80.0%-51.4pp |
| Annual return | 10.65% | 38.48%-27.8pp | 31.81%-21.2pp | 220.34%-209.7pp |
| Employer contribution / active EE | $1,113 | $2,725-59.2% | $2,279-51.2% | $4,156-73.2% |
| Participant deferral / active EE | $2,393 | $4,640-48.4% | $4,048-40.9% | $6,407-62.6% |
| Admin fee / account holder | $66,639 | $10,129+557.9% | $8,703+665.7% | $12,270+443.1% |