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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 | $935,289 | $209,422+346.6% | $178,503+424.0% | $158,982+488.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 8.56% | 188.81%-180.3pp | 151.12%-142.6pp | 302.99%-294.4pp |
| Employer contribution / active EE | $3,684 | $5,707-35.4% | $5,011-26.5% | $4,763-22.7% |
| Participant deferral / active EE | $8,400 | $5,955+41.1% | $5,202+61.5% | $5,983+40.4% |
| Admin fee / account holder | $8,641 | $17,079-49.4% | $13,987-38.2% | $11,252-23.2% |