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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 | $516,953 | $93,346+453.8% | $71,796+620.0% | $273,972+88.7% |
| Participation rate | 44.4% | 76.5%-32.1pp | 69.1%-24.7pp | 83.0%-38.6pp |
| Annual return | 6.45% | 130.39%-123.9pp | 78.04%-71.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,244 | $2,733-54.5% | $1,924-35.4% | $4,869-74.4% |
| Participant deferral / active EE | $4,503 | $3,475+29.6% | $2,794+61.2% | $5,287-14.8% |
| Admin fee / account holder | $443 | $6,571-93.3% | $4,815-90.8% | $10,133-95.6% |