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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 | $553,256 | $110,410+401.1% | $102,437+440.1% | $145,897+279.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 22.14% | 24.85%-2.7pp | 24.95%-2.8pp | 552.29%-530.1pp |
| Employer contribution / active EE | $1,500 | $4,217-64.4% | $3,871-61.2% | $4,663-67.8% |
| Participant deferral / active EE | $14,950 | $5,622+165.9% | $5,060+195.5% | $6,689+123.5% |
| Admin fee / account holder | $6,519 | $9,745-33.1% | $8,388-22.3% | $13,390-51.3% |