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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 | $583,191 | $148,623+292.4% | $135,974+328.9% | $139,466+318.2% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 20.05% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $6,022 | $5,246+14.8% | $4,859+23.9% | $4,754+26.7% |
| Participant deferral / active EE | $5,188 | $8,103-36.0% | $7,760-33.2% | $6,712-22.7% |
| Admin fee / account holder | $745 | $12,406-94.0% | $10,767-93.1% | $11,409-93.5% |