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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% | $155,574+217.4% | $145,877+238.5% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 10.42% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,558 | $5,317-70.7% | $4,676-66.7% | $4,663-66.6% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $872 | $19,316-95.5% | $15,914-94.5% | $13,402-93.5% |