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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 | $817,302 | $209,425+290.3% | $178,499+357.9% | $158,966+414.1% |
| Participation rate | 20.0% | 86.4%-66.4pp | 81.9%-61.9pp | 82.0%-62.0pp |
| Annual return | 9.68% | 188.80%-179.1pp | 151.10%-141.4pp | 302.95%-293.3pp |
| Employer contribution / active EE | $2,400 | $5,707-57.9% | $5,011-52.1% | $4,762-49.6% |
| Participant deferral / active EE | $5,200 | $5,955-12.7% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $2,874 | $17,078-83.2% | $13,986-79.5% | $11,250-74.5% |