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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 | $569,156 | $157,296+261.8% | $141,191+303.1% | $152,897+272.2% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 26.61% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $2,060 | $5,262-60.9% | $4,736-56.5% | $4,764-56.8% |
| Participant deferral / active EE | $4,120 | $7,111-42.1% | $6,710-38.6% | $5,851-29.6% |
| Admin fee / account holder | $1,740 | $12,125-85.6% | $10,264-83.0% | $11,599-85.0% |