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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 | $790,804 | $172,111+359.5% | $150,298+426.2% | $137,256+476.2% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 18.33% | 69.37%-51.0pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,580 | $4,636-44.4% | $4,154-37.9% | $4,156-37.9% |
| Participant deferral / active EE | $4,700 | $6,166-23.8% | $5,453-13.8% | $6,407-26.6% |
| Admin fee / account holder | $35,471 | $16,471+115.4% | $14,116+151.3% | $12,270+189.1% |