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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 | $530,347 | $185,312+186.2% | $161,489+228.4% | $154,746+242.7% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.7%-50.1pp | 80.7%-52.1pp |
| Annual return | 17.86% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,202 | $4,769-74.8% | $4,268-71.8% | $4,379-72.5% |
| Participant deferral / active EE | $3,030 | $6,350-52.3% | $5,630-46.2% | $6,730-55.0% |
| Admin fee / account holder | $1,325 | $18,654-92.9% | $16,006-91.7% | $14,365-90.8% |