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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 | $497,457 | $174,379+185.3% | $152,093+227.1% | $138,895+258.2% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 16.34% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,639 | $4,652-64.8% | $4,175-60.7% | $4,194-60.9% |
| Participant deferral / active EE | $5,753 | $6,159-6.6% | $5,451+5.5% | $6,396-10.1% |
| Admin fee / account holder | $603 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |