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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 | $755,029 | $157,296+380.0% | $141,191+434.8% | $152,897+393.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 27.78% | 64.34%-36.6pp | 71.41%-43.6pp | 345.43%-317.6pp |
| Employer contribution / active EE | $3,072 | $5,262-41.6% | $4,736-35.1% | $4,764-35.5% |
| Participant deferral / active EE | $7,600 | $7,111+6.9% | $6,710+13.3% | $5,851+29.9% |
| Admin fee / account holder | $2,066 | $12,125-83.0% | $10,264-79.9% | $11,599-82.2% |