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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 | $613,379 | $172,111+256.4% | $150,298+308.1% | $137,256+346.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.85% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $9,800 | $4,636+111.4% | $4,154+135.9% | $4,156+135.8% |
| Participant deferral / active EE | $23,500 | $6,166+281.1% | $5,453+331.0% | $6,407+266.8% |
| Admin fee / account holder | $2,526 | $16,471-84.7% | $14,116-82.1% | $12,270-79.4% |