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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 | $608,962 | $165,399+268.2% | $149,745+306.7% | $158,982+283.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 13.39% | 348.34%-334.9pp | 276.72%-263.3pp | 302.99%-289.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,500 | $7,183+4.4% | $6,843+9.6% | $5,983+25.3% |
| Admin fee / account holder | $13,697 | $10,811+26.7% | $9,312+47.1% | $11,252+21.7% |