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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 | $938,414 | $181,062+418.3% | $158,223+493.1% | $155,188+504.7% |
| Participation rate | 40.0% | 82.7%-42.7pp | 79.2%-39.2pp | 80.8%-40.8pp |
| Annual return | 17.12% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $1,710 | $4,565-62.5% | $4,109-58.4% | $4,248-59.7% |
| Participant deferral / active EE | $12,400 | $6,134+102.1% | $5,467+126.8% | $6,531+89.9% |
| Admin fee / account holder | $6,153 | $18,825-67.3% | $16,047-61.7% | $14,480-57.5% |