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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 | $493,834 | $183,592+169.0% | $155,567+217.4% | $145,959+238.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.42% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $1,558 | $5,315-70.7% | $4,674-66.7% | $4,661-66.6% |
| Participant deferral / active EE | $7,625 | $6,464+18.0% | $5,628+35.5% | $6,689+14.0% |
| Admin fee / account holder | $872 | $19,318-95.5% | $15,916-94.5% | $13,398-93.5% |