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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 | $574,413 | $181,896+215.8% | $156,551+266.9% | $273,972+109.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 3.74% | 30.74%-27.0pp | 32.23%-28.5pp | 41.46%-37.7pp |
| Employer contribution / active EE | $3,768 | $6,248-39.7% | $5,501-31.5% | $4,869-22.6% |
| Participant deferral / active EE | $13,025 | $5,550+134.7% | $4,871+167.4% | $5,287+146.3% |
| Admin fee / account holder | $16,616 | $15,560+6.8% | $13,028+27.5% | $10,133+64.0% |