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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 | $619,598 | $114,119+442.9% | $107,187+478.1% | $138,895+346.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 13.53% | 273.21%-259.7pp | 204.55%-191.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $5,842 | $4,059+43.9% | $3,782+54.4% | $4,194+39.3% |
| Participant deferral / active EE | $25,091 | $5,538+353.1% | $5,096+392.4% | $6,396+292.3% |
| Admin fee / account holder | $25,020 | $10,024+149.6% | $9,162+173.1% | $12,562+99.2% |