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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 | $526,480 | $213,785+146.3% | $185,441+183.9% | $155,188+239.3% |
| Participation rate | 25.0% | 83.2%-58.2pp | 80.3%-55.3pp | 80.8%-55.8pp |
| Annual return | 9.52% | 19.97%-10.4pp | 20.16%-10.6pp | 148.84%-139.3pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3,148 | $21,134-85.1% | $17,890-82.4% | $14,480-78.3% |