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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 | $533,626 | $70,366+658.4% | $66,674+700.4% | $138,895+284.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 18.55% | 386.41%-367.9pp | 321.24%-302.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,096 | $2,765+48.1% | $2,620+56.3% | $4,194-2.3% |
| Participant deferral / active EE | $18,242 | $4,374+317.0% | $4,084+346.7% | $6,396+185.2% |
| Admin fee / account holder | $10,418 | $5,262+98.0% | $5,098+104.4% | $12,562-17.1% |