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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 | $630,464 | $217,432+190.0% | $185,849+239.2% | $167,536+276.3% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 17.08% | 148.42%-131.3pp | 122.10%-105.0pp | 478.82%-461.7pp |
| Employer contribution / active EE | $6,441 | $5,875+9.6% | $5,169+24.6% | $4,839+33.1% |
| Participant deferral / active EE | $4,093 | $6,357-35.6% | $5,569-26.5% | $6,342-35.5% |
| Admin fee / account holder | $3,145 | $19,818-84.1% | $16,244-80.6% | $12,315-74.5% |