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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 | $468,421 | $201,259+132.7% | $184,200+154.3% | $145,959+220.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 13.85% | 28.98%-15.1pp | 28.80%-14.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $3,258 | $7,018-53.6% | $6,424-49.3% | $4,661-30.1% |
| Participant deferral / active EE | $5,510 | $9,806-43.8% | $9,132-39.7% | $6,689-17.6% |
| Admin fee / account holder | $1,094 | $16,372-93.3% | $13,907-92.1% | $13,398-91.8% |