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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 | $181,062+346.3% | $158,223+410.7% | $155,188+420.7% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 14.34% | 57.39%-43.0pp | 52.09%-37.7pp | 148.84%-134.5pp |
| Employer contribution / active EE | $2,013 | $4,565-55.9% | $4,109-51.0% | $4,248-52.6% |
| Participant deferral / active EE | $9,760 | $6,134+59.1% | $5,467+78.5% | $6,531+49.4% |
| Admin fee / account holder | $3,267 | $18,825-82.6% | $16,047-79.6% | $14,480-77.4% |