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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 | $662,444 | $125,778+426.7% | $114,563+478.2% | $154,746+328.1% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 16.44% | 295.14%-278.7pp | 241.09%-224.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $935 | $2,806-66.7% | $2,592-63.9% | $4,379-78.7% |
| Participant deferral / active EE | $7,475 | $4,445+68.2% | $4,142+80.5% | $6,730+11.1% |
| Admin fee / account holder | $1,716 | $8,190-79.0% | $7,623-77.5% | $14,365-88.1% |