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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 | $551,612 | $183,516+200.6% | $155,534+254.7% | $145,884+278.1% |
| Participation rate | 36.4% | 82.7%-46.3pp | 78.2%-41.9pp | 80.3%-43.9pp |
| Annual return | 23.66% | 61.43%-37.8pp | 64.92%-41.3pp | 551.85%-528.2pp |
| Employer contribution / active EE | $1,250 | $5,315-76.5% | $4,675-73.3% | $4,662-73.2% |
| Participant deferral / active EE | $5,100 | $6,467-21.1% | $5,630-9.4% | $6,690-23.8% |
| Admin fee / account holder | $1,153 | $19,293-94.0% | $15,900-92.7% | $13,392-91.4% |