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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 | $447,625 | $183,592+143.8% | $155,574+187.7% | $145,877+206.9% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 19.95% | 61.37%-41.4pp | 64.87%-44.9pp | 551.28%-531.3pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,922 | $6,466+38.0% | $5,629+58.5% | $6,691+33.4% |
| Admin fee / account holder | $26,292 | $19,316+36.1% | $15,914+65.2% | $13,402+96.2% |