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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 | $174,379+438.1% | $152,093+517.0% | $138,895+575.6% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 17.12% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,710 | $4,652-63.2% | $4,175-59.0% | $4,194-59.2% |
| Participant deferral / active EE | $12,400 | $6,159+101.3% | $5,451+127.5% | $6,396+93.9% |
| Admin fee / account holder | $6,153 | $16,880-63.5% | $14,497-57.6% | $12,562-51.0% |