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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 | $470,415 | $154,228+205.0% | $145,433+223.5% | $137,256+242.7% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 18.09% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,148 | $4,804-76.1% | $4,554-74.8% | $4,156-72.4% |
| Participant deferral / active EE | $2,553 | $8,216-68.9% | $7,897-67.7% | $6,407-60.1% |
| Admin fee / account holder | $8,487 | $14,344-40.8% | $13,129-35.4% | $12,270-30.8% |