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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 | $457,852 | $217,432+110.6% | $185,849+146.4% | $167,536+173.3% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 19.41% | 148.42%-129.0pp | 122.10%-102.7pp | 478.82%-459.4pp |
| Employer contribution / active EE | $2,491 | $5,875-57.6% | $5,169-51.8% | $4,839-48.5% |
| Participant deferral / active EE | $5,580 | $6,357-12.2% | $5,569+0.2% | $6,342-12.0% |
| Admin fee / account holder | $12,445 | $19,818-37.2% | $16,244-23.4% | $12,315+1.1% |