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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 | $454,815 | $72,071+531.1% | $68,368+565.2% | $137,256+231.4% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 16.85% | 353.14%-336.3pp | 292.57%-275.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $592 | $2,788-78.8% | $2,649-77.7% | $4,156-85.8% |
| Participant deferral / active EE | $6,021 | $4,410+36.5% | $4,123+46.0% | $6,407-6.0% |
| Admin fee / account holder | $6,602 | $5,336+23.7% | $5,150+28.2% | $12,270-46.2% |