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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 | $808,027 | $185,312+336.0% | $161,489+400.4% | $154,746+422.2% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 14.34% | 103.84%-89.5pp | 89.72%-75.4pp | 172.34%-158.0pp |
| Employer contribution / active EE | $2,013 | $4,769-57.8% | $4,268-52.8% | $4,379-54.0% |
| Participant deferral / active EE | $9,760 | $6,350+53.7% | $5,630+73.4% | $6,730+45.0% |
| Admin fee / account holder | $3,267 | $18,654-82.5% | $16,006-79.6% | $14,365-77.3% |