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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 | $672,815 | $172,111+290.9% | $150,298+347.7% | $137,256+390.2% |
| Participation rate | 33.3% | 81.7%-48.4pp | 77.8%-44.4pp | 80.0%-46.6pp |
| Annual return | 14.13% | 69.37%-55.2pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $927 | $4,636-80.0% | $4,154-77.7% | $4,156-77.7% |
| Participant deferral / active EE | $5,372 | $6,166-12.9% | $5,453-1.5% | $6,407-16.2% |
| Admin fee / account holder | $4,766 | $16,471-71.1% | $14,116-66.2% | $12,270-61.2% |