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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 | $495,684 | $183,516+170.1% | $155,534+218.7% | $145,884+239.8% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 16.89% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,888 | $5,315-64.5% | $4,675-59.6% | $4,662-59.5% |
| Participant deferral / active EE | $10,526 | $6,467+62.8% | $5,630+87.0% | $6,690+57.3% |
| Admin fee / account holder | $6,769 | $19,293-64.9% | $15,900-57.4% | $13,392-49.5% |