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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 | $527,151 | $110,410+377.4% | $102,437+414.6% | $145,897+261.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 18.82% | 24.85%-6.0pp | 24.95%-6.1pp | 552.29%-533.5pp |
| Employer contribution / active EE | $15,000 | $4,217+255.7% | $3,871+287.5% | $4,663+221.7% |
| Participant deferral / active EE | $30,500 | $5,622+442.5% | $5,060+502.8% | $6,689+356.0% |
| Admin fee / account holder | $5,207 | $9,745-46.6% | $8,388-37.9% | $13,390-61.1% |