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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 | $491,671 | $99,921+392.1% | $85,009+478.4% | $145,959+236.9% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 12.13% | 83.89%-71.8pp | 66.47%-54.3pp | 561.95%-549.8pp |
| Employer contribution / active EE | $3,315 | $3,233+2.5% | $2,728+21.5% | $4,661-28.9% |
| Participant deferral / active EE | $14,443 | $5,293+172.9% | $4,522+219.4% | $6,689+115.9% |
| Admin fee / account holder | $5,919 | $7,252-18.4% | $6,153-3.8% | $13,398-55.8% |