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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 | $976,332 | $118,875+721.3% | $96,572+911.0% | $167,553+482.7% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 12.55% | 50.50%-38.0pp | 37.79%-25.2pp | 478.89%-466.3pp |
| Employer contribution / active EE | $3,203 | $3,121+2.6% | $2,357+35.9% | $4,840-33.8% |
| Participant deferral / active EE | $17,333 | $4,617+275.4% | $3,850+350.3% | $6,343+173.3% |
| Admin fee / account holder | $18,114 | $8,070+124.5% | $6,183+193.0% | $12,316+47.1% |