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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 | $688,957 | $183,627+275.2% | $155,602+342.8% | $145,978+372.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 22.93% | 61.32%-38.4pp | 64.81%-41.9pp | 550.52%-527.6pp |
| Employer contribution / active EE | $3,000 | $5,316-43.6% | $4,675-35.8% | $4,662-35.6% |
| Participant deferral / active EE | $15,250 | $6,466+135.9% | $5,629+170.9% | $6,690+128.0% |
| Admin fee / account holder | $1,986 | $19,327-89.7% | $15,923-87.5% | $13,400-85.2% |