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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 | $661,216 | $180,749+265.8% | $160,784+311.2% | $137,256+381.7% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 18.25% | 2234.46%-2216.2pp | 1803.92%-1785.7pp | 220.34%-202.1pp |
| Employer contribution / active EE | $825 | $4,155-80.1% | $3,733-77.9% | $4,156-80.1% |
| Participant deferral / active EE | $12,362 | $6,844+80.6% | $6,293+96.4% | $6,407+93.0% |
| Admin fee / account holder | $17,976 | $10,397+72.9% | $9,717+85.0% | $12,270+46.5% |