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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 | $654,067 | $161,352+305.4% | $134,172+387.5% | $137,256+376.5% |
| Participation rate | 20.0% | 78.3%-58.3pp | 72.5%-52.5pp | 80.0%-60.0pp |
| Annual return | 10.49% | 28.72%-18.2pp | 25.30%-14.8pp | 220.34%-209.9pp |
| Employer contribution / active EE | $778 | $4,099-81.0% | $3,420-77.3% | $4,156-81.3% |
| Participant deferral / active EE | $6,200 | $5,552+11.7% | $4,690+32.2% | $6,407-3.2% |
| Admin fee / account holder | $17,978 | $15,028+19.6% | $12,016+49.6% | $12,270+46.5% |