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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 | $666,367 | $114,013+484.5% | $103,693+542.6% | $155,188+329.4% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 80.8%-60.8pp |
| Annual return | 13.56% | 49.31%-35.8pp | 47.61%-34.1pp | 148.84%-135.3pp |
| Employer contribution / active EE | $963 | $3,131-69.3% | $2,920-67.0% | $4,248-77.3% |
| Participant deferral / active EE | $6,521 | $4,970+31.2% | $4,579+42.4% | $6,531-0.2% |
| Admin fee / account holder | $2,434 | $8,407-71.0% | $7,858-69.0% | $14,480-83.2% |