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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 | $514,337 | $185,312+177.6% | $161,489+218.5% | $154,746+232.4% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 15.03% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,295 | $4,769-72.8% | $4,268-69.7% | $4,379-70.4% |
| Participant deferral / active EE | $9,528 | $6,350+50.0% | $5,630+69.2% | $6,730+41.6% |
| Admin fee / account holder | $18,515 | $18,654-0.7% | $16,006+15.7% | $14,365+28.9% |