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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 | $629,805 | $172,111+265.9% | $150,298+319.0% | $137,256+358.9% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 15.26% | 69.37%-54.1pp | 62.79%-47.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,041 | $4,636-77.6% | $4,154-74.9% | $4,156-75.0% |
| Participant deferral / active EE | $4,108 | $6,166-33.4% | $5,453-24.7% | $6,407-35.9% |
| Admin fee / account holder | $4,731 | $16,471-71.3% | $14,116-66.5% | $12,270-61.4% |