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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 | $712,633 | $107,368+563.7% | $92,915+667.0% | $152,909+366.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 15.85% | 145.64%-129.8pp | 109.45%-93.6pp | 345.46%-329.6pp |
| Employer contribution / active EE | $18,697 | $4,222+342.8% | $3,653+411.8% | $4,764+292.5% |
| Participant deferral / active EE | $11,813 | $4,848+143.7% | $4,238+178.7% | $5,851+101.9% |
| Admin fee / account holder | $3,263 | $7,082-53.9% | $5,796-43.7% | $11,601-71.9% |