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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 | $630,611 | $199,109+216.7% | $173,730+263.0% | $154,746+307.5% |
| Participation rate | 28.6% | 82.8%-54.2pp | 79.6%-51.0pp | 80.7%-52.1pp |
| Annual return | 11.83% | 20.02%-8.2pp | 19.96%-8.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,818 | $5,311-65.8% | $4,577-60.3% | $4,379-58.5% |
| Participant deferral / active EE | $5,385 | $7,113-24.3% | $6,326-14.9% | $6,730-20.0% |
| Admin fee / account holder | $4,812 | $20,916-77.0% | $17,523-72.5% | $14,365-66.5% |