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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 | $638,410 | $108,942+486.0% | $100,415+535.8% | $145,897+337.6% |
| Participation rate | 55.6% | 83.0%-27.4pp | 81.5%-26.0pp | 80.3%-24.8pp |
| Annual return | 16.67% | 58.27%-41.6pp | 49.47%-32.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $14,785 | $8,461+74.7% | $8,091+82.7% | $6,689+121.0% |
| Admin fee / account holder | $2,263 | $9,702-76.7% | $7,906-71.4% | $13,390-83.1% |